Tag

Communication

Nov 06

913: Upping your Influence with the Five Principles of Captivating Stories with Karen Eber

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Karen Eber shares neuroscience insights to help you maximize attention and impact in your communications.

You’ll Learn:

  1. Why storytelling dramatically increases your influence
  2. The five factory settings of the brain
  3. The key to creating memorable stories

About Karen

Karen Eber is an author, leadership consultant, and keynote speaker. She has a TED Talk on storytelling and recently published, The Perfect Story: How to Tell Stories That Inform, Influence, and Inspire, with HarperCollins.

As the CEO and Chief Storyteller of Eber Leadership Group, Karen helps Fortune 500 companies build leaders, teams, and culture, one story at a time. She’s a former Head of Culture, Learning, and Leadership Development at GE and Deloitte.

Resources Mentioned

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

Karen Eber
Thank you. I’m so happy to be here.

Pete Mockaitis
Well, I’m pumped up to hear about some of the gems you got for us in your book The Perfect Story: How to Tell Stories That Inform, Influence, and Inspire. And I’d love it if you could start us off with an example of a perfect story or a super memorable gripping story that exemplifies a perfect story in action.

Karen Eber
I’ll tell you the opening story in my book, which is about my eyes. I was born with blue eyes, like most babies, and at about the age of four months, they start to change to different colors, so I have a brown eye and a green eye. And I’ve always loved this. Why have one eye color when you can have two? And it’s a special thing but, as much as I loved it, I would come to recognize the exact moment when people would notice it for the first time.

And their words would slow in the middle of a dialogue and I could see them moving back and forth, almost like their brain was in a negotiation, trying to think like, “Which one do I look at?” And they would eventually stop mid-sentence, and say, “Do you know you have two different color eyes?” to which I would usually go, “No,” because what do you say to that?

And then I would brace myself because the following script happen just about every time, of, “I know a dog that has two different colored eyes.” I’m like, “Okay, thank you.” “David Bowie, he had two different color eyes,” which he didn’t. He had an accident and dilated pupil. And then it would turn into, “Well, do you see the same colors out of both eyes? And what color are your parents’ eyes? And do your eyes give you special powers?”

And this thing that I love suddenly became this burden because I was now this weird thing where they would call other people over and there would be 10 faces trying to get a viewpoint of my eyes, and I hated it. I didn’t love the way I was treated for the thing that I really enjoyed about myself. And one day I decided that I was done with it.

And so, once I got the “How did that happen?” I told them how I was born with brown eyes, and, “One night, when I was about four years old, I was in my room coloring, and you know that big box of crayons that everybody has where you’ve got the broken ones, and peeled ones, and the perfect ones? Well, I reached into that box and I pulled out a green crayon and I sniffed it, and it didn’t really smell like anything but I took a nibble and kind of liked the texture and so I ate the green crayon, and I like it so much I ate all the green crayons in the box. And the next day I woke up, and my eye was green.”

And then I would be quiet, and you could see whomever I told this to, there would be this internal negotiation going on of, “Is she for real? Like, there’s no way this story is real but she said it so straight, I can’t really tell. Like, what do I say? What do I do?” And I would let them off the hook. But what happened was this shift in energy, where I went from this thing and this weird person and weird, weird thing on display to a moment of connection.

And most of the time, people recognize they had been asking me all these silly questions, and they kind of made me not human, and that this was something that actually made me more relatable and more human. And it created a shift that not only was memorable because I’ve had people tell me decades later that they remember this. But that it created a connection that we probably wouldn’t have had had this not happened.

And so, for me, this was the perfect story to start with because it shows stories aren’t just about giving a presentation. They can be a moment of connection, or shifting energy, or shifting circumstances so you can get into a different type of conversation.

Pete Mockaitis
That’s cool, yes. And what’s nifty there is you have a lot of reps in terms of, okay, this happens to you repeatedly so you can sort of experiment and see how things go and what works. And, sure enough, you’ve transformed an experience which is sort of annoying and a burden to deal with into something fun that you can laugh with and roll with.

And that is cool. There you have it. Stories transforming what’s going on with our brain experiences. And in your TED Talk, you mentioned just that, is that our brains kind of mirror each other, the storyteller and the story receiver. What is this science fiction, Karen?

Karen Eber
Yeah, it sounds almost too fake to be true. There’s a neuroscientist out of Princeton, Uri Hasson, who put people in MRI machines, and the first person, first group, goes in, and they are listening to an episode, or watching an episode of a show on the BBC, and they are measuring their brain activity. And when they take them out, put them in a second time, and this time, those people are told to recount the episode that they had just watched.

They then record the brain activity during that. And then a new group of people are brought in. They go into the MRI and they listen to the recounted episode of the people that were in the MRI machine. So, you have three different instances of watching, recounting, and listening to the recounting. And what they found is the activity was the same.

It didn’t matter if they had experienced it, if they were the ones recounting it, or they were actually listening to the recounting of it, that neural activity was very similar, which means that stories almost gives you this artificial reality because, as you’re listening to it, your brain is imagining and seeing and placing you in the story, and it then lights up as though you were in it, which is why we go to the movies, and our heart is racing because James Bond is running across the rooftops but we’re not moving because our brain is saying, “You’re in this movie,” or it’s imagining what it would feel like, and you can feel that amped feeling.

Or it’s also why this time of year is where there’s often a lot of horror films and things that people pay attention to. That’s why you get so amped and surprised, it’s because your brain is, like, “You are here about to have someone jumped out at you.”

Pete Mockaitis
Ooh, that’s wild. And now that gets me thinking in terms of the emerging proliferation of fMRI type devices with kernel or neuro link or others in terms of if all of our brains are doing the same things in response to the story being told or heard, it seems that it may not be so fanciful to think of a world in which technology can decode what’s happening in our brains to relay that story.

Karen Eber
Let’s give an asterisk next to it because I’m not trying to suggest that it’s like propaganda and we can brainwash everyone into it, but what does happen is that your brain, your senses are starting to engage as though you are the character there and you’re having some of the experiences. And so, it is a more dynamic way to interact with stuff.

It’s not quite propaganda at scale though but part of the reason why this is increasing in interest and popularity is that in the past 15 years, our understanding of the brain has just become so much more. There are just so many more discoveries and understanding and experiments have been done to help us be more savvy, but what is really happening from how we are communicating, consuming, deciding, all of these things are just we learn so much every day.

Pete Mockaitis
All right. So, with that said, can you share with us, what’s sort of the big idea or main message behind the book The Perfect Story?

Karen Eber
It builds on the science of storytelling but in a relatable way. So, this won’t have you be putting on a lab coat and breaking out test tubes and beakers. The idea is that it’s not enough to tell a story the way you tell a story is going to make a difference in the experience with the listener. So, there are certain ways that our brain is going to respond to information but it’s the way we put together that information to put in the unexpected events to engage the senses to build tension in the story.

It’s the orchestration and the choices that we make that cause the brain to pay attention and be immersed in it or not. If you think of a movie that you tried to watch and didn’t get very far in, it’s because your brain just said, “This is not worth the time or the calorie spend.” And so, the book gets into, “How do you understand what’s happening in the brain when you tell stories?”

But, more importantly, what do you then think about when you are putting your stories together so that you can create an immersive story? And then it takes you through the full process of developing and telling stories, telling stories with data, and making sure that they don’t manipulate while you navigate the vulnerability.

Pete Mockaitis
Okay. Very cool. And before we get into the particulars of how that’s done, could you share with us a little bit of the why in terms of what’s ultimately at stake for professionals if they do this well or not so well? What kind of career trajectory impact do you think that makes between folks who tell okay stories from time to time when they remember, to those who consistently take the time to craft the perfect stories where they can?

Karen Eber
I think it comes down to attention, and the greatest gift any audience they can give you is their attention. It is a precious commodity. And we have choices to make of “Are we going to talk at people?” If we’re in a business setting, are we going to pull out the PowerPoint quilts of slides then just pick and choose, and just dump things at people and put up the 10-point font, and say, “I’m not going to read this,” and then proceed to talk at people where no one remembers it ten minutes later? Or are we going to be thoughtful about how we’re using that attention and really trying to connect people to information that’s going to inform their world and help them think differently, or maybe reach a different decision?

If you take the time to really build these muscles and then you become faster at it, you are always going to be winning the hearts and minds, you’re going to be connecting with people and being relatable, you are going to see how to motivate individuals on an individual level. The more that AI and automation comes in, the more we need to be able to leverage individualization at scale. And so, storytelling and really communicating are just a really dynamic way to do this and maximize the attention that we get.

Pete Mockaitis
Okay. Well, so that end, let’s dig into how it’s done. You’ve got a fun turn-of-a-phrase, you say we’ve got five factory settings of the brain. Tell us, what do you mean by that? What are these settings? And how do they impact how we tell stories?

Karen Eber
If you think of a phone that you unbox, it comes with a factory setting. There are certain apps and programs, and anytime you restore the phone, it’s going to go back to those basic settings. It’s like, “Here’s the core things that run it.” There’s something similar in the brain when you communicate. There are basic ways that we’re going to respond to information and communication. And so, I call them the five factory settings of the brain.

And they get into different things, like the first one is that your brain is lazy. It is meant to be the broker of calories in your body. The number one job of the brain is to keep the body alive. And part of that is making sure you’re safe. Part of that is also regulating how you breathe, move, digest, all of those things but it’s also, “How do I need to set my foot down if I’m going to be walking downstairs?”

And so, the brain is using 20% of the body’s calories for these things, and the majority of these calories are going to these predictions for like, “How do I move around?” And that means it always wants to have a surplus of calories because it never wants to go bankrupt. The goal of the brain is to respond to stimulus to be able to be ahead and anticipate and make predictions versus to react because by predicting, you’re making a guess and you’re doing something, and sometimes you’ll get it right and sometimes you’ll get it wrong.

But if you’re reacting every time, it’s a much bigger energy drain. So, what this means in terms of stories is that because the brain is lazy, it’s not meant to be deeply immersed in everything all the time, and it looks for moments for when it’s going to be able to step back and conserve calories. These are the nights that you binge your favorite show on TV that you’ve seen several times, or maybe you put in a movie that you could recite the dialogue because you have that moment of, like, “I just don’t want to think.” That’s your brain saying, “Let’s conserve some calories.”

The same thing happens in meetings and stories when you notice you’re drifting off. That’s the brain taking a natural pause and conserving calories. The way to overcome this in a story, though, is to put things in that make people have to spend calories, put in the unexpected events, be building the tension, be engaging the senses so that the brain is there, interested, ready to go.

So, that’s one. There’s five more but these are starting to help you understand, “Okay, I get it.” There are certain things that the brain is going to be doing, and that then gives me different choices as the storyteller to then play with and see how immersed I can make the brain.

Pete Mockaitis
That’s good. I’m reminded, there’s a marketing book called Don’t Make Me Think, and I feel that when I’m interacting with webpages or any number of things, like, “Okay, oh, this isn’t going to be quick and easy. Ah, never mind, maybe later.”

Karen Eber
Right, and that’s fair. I even joke, like it’s our attention span, and some of it is. Our attention spans have definitely changed, especially through COVID, but it’s also there is, at the bottom of this, a whole internal wager, like, “Is this worth the attention and the calorie spend?” and sometimes it’s not. Or, if we’re tired or hungry, that it gets diverted and it makes it even harder.

Pete Mockaitis
All right. Let’s hear the other four factory settings.

Karen Eber
The second is that we make assumptions. So, the brain hates for things to be incomplete. It’s always going to be making predictions and trying to anticipate because it wants to respond and not react. So, the faster it makes an assumption or a prediction, the faster it can say, “All right, we’ve done this. Now, we can conserve.” Maybe we have to course-correct every now and then but we know.

And what this means is this is why you try to guess the ending of the movie, or the book, or you’re in a meeting and you’re trying to anticipate what the person is going to say, or the show starts, and you’re like, “Yeah, I know where this is going to go. Forget it. I don’t need to be paying attention to this.” And what you want to do when you’re telling stories is either slow down these assumptions or you want to lean into them.

So, if you lean into, if I said to you, “He gave her the passcode to his phone,” what does that bring to mind for you?

Pete Mockaitis
I recently saw an Ashley Madison documentary so I’m thinking about infidelity. You’re right. I filled in a lot of gaps there.

Karen Eber
You did. That’s really fine, right?

Pete Mockaitis
Apparently, during the romantic relationship and there’s trouble in paradise.

Karen Eber
Yes, completely, right? And then there’s someone else that’s going to be making an assumption, they’ll might say, “Well, he trusts her.” So, there’s many different things. But just by that one sentence, your brain is already trying to make assumptions and fill in the gaps because this is what we naturally do. So, sometimes in a story, you want to lean into what those assumptions might be and let the brain finish a thought. And sometimes you want to disrupt them, you want to put in an unexpected event or detail that makes them pause because you want to have their brain hit the proverbial speed bump, and say, “Wait a minute. What? That’s not what I expected.”

Pete Mockaitis
That’s intriguing. Sometimes you go with the flow with what they expect, and sometimes you don’t. I’m thinking about how in casinos and video games, they very deliberately finetune the percentage of time you receive your variable rewards. Do we know, Karen, is there a range of percentages in which we want to give them what they’re expecting versus something totally different?

Karen Eber
No, it’s all choices and experimentation. While I’m giving you steps, it’s really not formulaic. It’s really more like here are a whole bunch of ingredients, and you can make a Mediterranean dish, you can make a Thai dish, you can make an Italian dish. It’s up to you on the combinations that you put it together with, depending on what you want for that audience.

Pete Mockaitis
Yeah. Well, it’s also making me think about comedy in terms of, I guess that’s what makes jokes, jokes, is that, “Oh, you’re expecting one thing then, surprise, we get you with the other thing.” And I guess I’m thinking about the comedy I love the most is a little weird, like, I don’t know, Key & Peele or Nathan for You, and it’s because, for me or my taste, it’s like they crank it up even more, like, “Whoa.”

Karen Eber
Comedy is such great storytelling because what they’re doing is they’re forcing your brain to spend calories. They’re building the tension because you think you know where it’s going to go, and your brain is guessing what this joke is, and then, zing, you get the punchline and it went in a different direction. And then you’re like, “I did not see that. That is so clever,” and you remember that joke, and it’s because it challenged your assumptions and it helped your brain spend some calories. And so, now it’s become a part of your experience and your long-term memory. Same thing can happen in stories, too.

Pete Mockaitis
All right. Let’s hear more of these factory settings and implications.

Karen Eber
Third one is that we have this library of files in our brain. So, if you take a photo on your phone, and you swipe up on it, you’ll see the F-stop, the date, the location, the megabytes, like everything that was used to take the photo is stamped on it. And something similar happens to our senses that is a metaphor. So, as you’re taking in information through your senses, and you’re having these experiences, they get stamped with emotions and stored in your long-term memory the same way that this photo has.

So, when your brain is going to make these predictions and these assumptions, it’s going through this library of files of things that you know, or things that are related to what you know, or maybe sometimes it’s like, “Yeah, we’ve got to open a brand-new file for this one. We’ve never experienced this before.” And these are all going to be different because we all have different experiences. But when you’re telling a story, you want to connect to what people know because you get a very different imprint.

So, if I say to you, “The incision was small,” how big do you think that is using centimeters or inches or some type of measurement that is helpful to you?

Pete Mockaitis
Well, it’s funny, when I’m imagining a small incision, it’s between half an inch to two inches is a small incision.

Karen Eber
Yeah, right.

Pete Mockaitis
Not that I know anything about surgery but I’m just going to declare that for a small incision.

Karen Eber
Right, exactly. Your brain is going, “What is small?” and you’re not even thinking. This is all happening subconsciously. But if I say to you, “The incision is the size of a paperclip,” you immediately see it, you immediately know how big it is, and I’m now taking up free real estate in your brain because that just gave you, and often I can build on it, and you are not even having to think about it.

And so, when you’re telling a story, you want to put in some of these things that are going to immediately connect to what people know and give that visualization so that the person isn’t even having to connect the dots. You are taking over their brain and putting this fully-formed idea or image in there, and you’re getting instant cognition from it.

Pete Mockaitis
Okay. And what’s the fourth one?

Karen Eber
The fourth one is that we…actually let me ask you. If you walk into a networking event and you didn’t know anybody there, what would be your thought process for who you want to go talk to?

Pete Mockaitis
It’s funny, it varies a whole lot based on my overall mood and objectives but, generally speaking, I find the safest move, this is what it feels safest, is to go to the one who is adrift, lonely, isolated, looking at their phone, as oppose to those who are like huddled up and like deeply engaged, leaning in in a conversation, like, “Okay, I’ll let them lie but that person looks like they might appreciate having me into their world.”

Karen Eber
Totally. And what your brain is doing, is they’re going, “Who is that person or that group that I can walk up to that feels safe?” Exactly what you just described. So, that is like, “This is going to be my person for the next five minutes or maybe for the whole event. Who knows?” and it’s the in group. This is the group that we share something in common, maybe it’s values, or beliefs, or experiences, or even aspirations, and say, “We feel a sense of kinship with this group.”

It also categorizes things into outgroups, so that group that’s huddled together really tightly that looks like it’s too hard to break into, it’s like, “Yeah, I’m not a part of that group. I could go over to that group, I could try, but I don’t really feel a part of it.” And outgroups are where we notice differences. And so, when you’re telling a story, you want to be thoughtful of, “Are you trying to have the audience feel like a member of the in group, feel like some group that they feel a part of, or that feels safe to be around, or are you trying to have them notice or feel the experience of being a member of an outgroup, which charities do this?”

A natural disaster happens, and you see a charity spotlighting an individual that lost their home, has no electricity, is struggling to get clothing, food. Meanwhile, you’re sitting in electricity and have food and running water right next to you, and you recognize how different your circumstances are. So, some of what you want to think about is, “What is the experience you want the audience to come away with? Do you want them to feel a part of something or a connection to the idea in your story? Or do you want them to notice how different they are?”

And neither are right or wrong, these are just some different ingredients you could choose, which brings us to the last one, which is that, at our most simple level, we seek pleasure and avoid pain. We’ve got this cocktail of pleasure neural chemicals which are serotonin, dopamine, oxytocin. These are mostly released in moments of connection, so you can’t wield them, you can’t command them. It’s truly when someone feels that bond, that connection, that they are shared.

There’s also a cocktail of adrenaline, or epinephrine, or cortisol, and it’s released when the brain says, “Okay, you need to focus. There’s something here that’s potentially not right. You might be in danger, so we’re going to give you these.” And what happens in a story is that we see increases in some of these neurochemicals as a result of the story.

So, when your heart starts racing because there is something that happens on screen, or someone jumps out and surprises you, and you feel that wave through your body, that’s adrenaline. That’s your brain saying, “Focus. There’s something happening.” And the story that gives you goosebumps or makes you maybe well up with a tear or two, that you’re getting different pleasure neurochemicals.

And so, some of what you want to think about is what is that experience. So, are you intentionally telling an uncomfortable story, or are you telling a feel-good story, or maybe both? And so, now you start to look at these five and you recognize you have choices and where you’re making the brain pay attention and spend calories, and where you are leaning into assumptions, or slowing them down, and how you’re taking advantage of what the person knows by putting fully-formed ideas in their head.

And then thinking about, “Am I trying to have you feel a member of the group or different than a group? And am I having you or both? And am I trying to have you feel like a member or have that feel-good experience or an uncomfortable experience, or both?” So, now you start to see, “Okay, these are all choices, and I might not choose all of them in every story, but I can start to see where these are going to make a difference in the experience that someone has of this story.

Pete Mockaitis
Oh, beautiful. Thank you. Well, now could you give us a demonstration perhaps of a lame story that fails to take into account these ingredients, and then that same version hopped up with some goodness? But, yeah, it’d be really fun to see these in action.

Karen Eber
I think what I would love to do is an activity with you, if you’re open.

Pete Mockaitis
Oh, sure.

Karen Eber
Let’s take a basic story and then show how we build it. Are you game?

Pete Mockaitis
Oh, sure.

Karen Eber
Okay. So, I want you to think of a vacation experience that you don’t mind sharing with people.

Pete Mockaitis
Okay. I went to the Dominican Republic with some friends once. It was an all-inclusive resort.

Karen Eber
Amazing. Give us the 30-second version of it. Don’t worry about the five factory settings or any of that. Just tell us a little bit about this vacation.

Pete Mockaitis
Sure. It’s very lazy. It was warm. There was a beach. It was all inclusive. There was much food and beverage and water. Chilling. Talking. Eating. Yup, just relaxing stuff.

Karen Eber
Amazing. Okay, so now I’m going to have you tell the story again. So, we’ve got a basic story, “We’re in the Dominican Republic, we’re on vacation, all-inclusive.” Your brain is in lazy mode, for sure, on this vacation. So, now I’m going to have you tell this again, and this time I want you to describe the colors as you’re telling the story. Make us feel like we’re there seeing some of the things that you’re seeing.

Pete Mockaitis
All right. There were white sands, palm trees with brown trunks and green leaves, bright blue water, some oranges and pinks in the sky during the sunrise and sunset times.

Karen Eber
Yeah, so now we went from this kind of bland landscape that we can’t necessarily picture to, now we’re picturing this. We can the seascape, we can see a sunrise and a sunset with the colors. So, now, I want you to tell it again, and this time, I want you to bring our senses into it of what are you hearing? What does it smell like? What is, if there any taste involved, what are some of those things? Tell it again and make us feel like we are there experiencing it beside you.

Pete Mockaitis
Well, for the sounds, we can hear some seagulls, we can hear some ocean waves, we can hear, I remember, there was this very colorful fellow who ran this sort of water aerobics course twice a day, and he would yell out nice and loud, “Aqua gym!” And I remember there was this repetitive baseline, like, “Dit-rit, dah, dit, dah, dit” whenever the “Aqua gym!” was happening.

Karen Eber
I’m going to pause right there. Dear listeners, I hope you see what just happened. We never would’ve started there but now we can see this moment, and this Aqua gym and the music, like, amazing. So, I hope you’re seeing as well, this is now, we went from this basic story to now we’re there and we’re feeling it, and our brains are, whether we like it or not, our brains are there thinking those things and seeing it. Amazing.

I’m going to ask one more iteration. So, this time I want you to describe your emotions on this. Like, tell us, as you’re hearing Aqua gym and the music and all that, like give us the emotional experience of what did it feel like being there.

Pete Mockaitis
It felt very carefree in the sense of we didn’t have to rush, we didn’t have to worry about what time it was, or what day it was, or what needed to get done. It was just being with friends, like, “Hey,” and just let that sense of carefree timelessness, and it’s very peaceful.

Karen Eber
Amazing. So, if we put it all together, I want you to tell the story one last time of just pulling some different things of you’re on this trip, and it’s carefree, and you’re painting the scene on the beach, and we’re hearing this sights and sounds. Just pull a few of the things in from each of the iterations.

Pete Mockaitis
Okay, sure thing. And I imagine, with iterations, with the time available to think right, revise, etc., we’d come across a whole lot smoother, but, I’d say, for a story, I had an amazing time on vacation at the Dominican Republic. I had some of my best friends with me. We’re in an all-inclusive resort situation. Beautiful white beaches and blue skies with some nice oranges and pinks during sunrise and sunset.

Bright blue water, fun sounds of seagulls and the seashore, and this fun fellow who would proclaim twice a day, it was time for “Aqua gym!” and play the “Di-dah, di-dit, dah” tunes as a subset of folks on the beach would run with big goofy smiles to participate in the Aqua gym without a care in the world. And we, too, didn’t have a care in the world in terms of what we had to do, or accomplish, or where to be, or what time it was, and it was just very, very peaceful and relaxing and restorative to bond with those guys on that trip.

Karen Eber
Amazing. Amazing. So, in three-ish minutes, we took the basics of a vacation and now we’ve been there with you, and we can see and we get the sense of what it’s like. That’s the difference of you start to make choices and, first, you’re doing this on the fly and doing it amazingly. And thank you for playing along because I appreciate that’s never quite easy to do on the moment. But it shows that you can make different choices to play with different things to pull people into it.

And now I’m going to have Aqua gym stuck in my head.

Pete Mockaitis
Oh, yeah. Well, so now I’m curious to know, so those are some general principles that can serve us well. Can you perhaps zoom into any particular do’s and don’ts as we’re trying to pull this off? Like, we’re in a professional setting, we want to be persuasive, we think, “Okay, storytelling is cool above and beyond just charts and graphs and data.” What are some pro tips and things to do and things to not do as we’re trying to integrate some of these principles?

Karen Eber
Well, let me start general, and if you want to dig into story time with data, we can get more specific. The biggest mistake, I think, people make is that they think, “Okay, this is an opportunity to tell a story. What story can I tell?” and they focus on the story. You always start with your audience. Every time you tell a story, even if you know the idea you want to tell, you want to center on who you’re telling it to because the story is in service of the audience, and there’s something that you want them to know, think, feel, or do after.

And if you don’t start there, if you don’t ground yourself in “What do I want the audience to know, think, feel, or do? What is their mindset today? And what might be an obstacle?” you risk the story not landing or connecting with the audience at all. Starting with that, you start to picture who you’re talking to and you can make sure that you’re making it relatable to them.

So, that’s the biggest thing of whether it is storytelling with data, or in a meeting, or presentation, or even a story you’ve told many times, you want to stop and just really be thoughtful of “Who is this group I’m telling it to? And what is it that I’m trying to do after?” because that is what’s most important. When you don’t, it’s like the uncle at the holiday table that’s just telling the same story on a loop, that you don’t even need to be there because he just says the same thing over and over.

He’s not saying it for you. He’s saying it for him. It doesn’t matter who’s there. He’s just telling the story. And those moments are always so grating. Same thing that happens in any setting if you don’t start with your audience.

Pete Mockaitis
Okay. And anything else?

Karen Eber
The biggest thing from there is to put a structure to your story. It’s tempting to just go and let the story meander and not really worry about how you’re structuring it. But when you put a basic structure in place, it’s not only going to be easier for you to tell. It’s going to be easier for the audience to hear. So, once you figure out the audience, you’ve figured out what you want them to know, think, feel, or do, their mindset, and what might be an obstacle, you then want to come up with the four-part story structure.

First one is the context. What’s the setting? Who’s involved? And, really, why should the audience care? Write one sentence out for that. Not every detail, not every plot point, but write a sentence that summarizes the context. Write a second sentence for the conflict. What is there to be resolved in the story? What is the tension and the fuel for the story? Maybe it’s between two people or a person and themselves but you want to get really clear on that conflict that’s going to be the heart of the story.

The outcome is what is the result of the action? What happens as a result of whatever that conflict is? What’s done? And the last is the takeaway. What is it that you want the audience coming away thinking? Because the takeaway should connect back to what you mapped for the audience. So, if you take five minutes before a story to plan out your audience, and then you take another five minutes to plan out a basic story structure, in 10 minutes before the meeting, you can have a more cohesive story that is going to better land with the audience.

Now, there are still all these other things that we would want to do and add to it with time that get to engaging these senses and emotions and counting for the five factory settings. But if you can ground yourself on these things, you’re going to have a better structured story to tell and it’s going to be easier for the audience to listen.

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

Karen Eber
Is there anything that is a burning question that’s helpful to make sure we touch on?

Pete Mockaitis
Let’s take professional settings, stories, data, how do you imagine them working together well? Or, is there a time where you will want to lean more story, more data, right down the middle, story and data? How do you think about that?

Karen Eber
It’s story and data. So, data never speaks for itself. If we go back to the second factory setting that we make assumptions, we are each going to make different assumptions because our assumptions are based on this library of files, all these experiences that we have, and yours are different than mine. So, if I put up a slide that is a simple chart, it seems like there would be no room for a different deciphering, but what really happens is we’re making different assumptions, and we don’t even know. So, then we try to get to a discussion, and we’re not talking about the same thing.

So, recognizing data doesn’t speak for itself, what you want to do is guide people through the story of the data so you can have a common starting point even if people disagree with it. I think there’s this myth or a bias that data are fact and story are not, and that is not true. One is not anymore important than another. Together, I think, they come together to make really helpful understanding and ensure that you can have a discussion and make sure everyone is starting from the same place.

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

Karen Eber
It is by Dr. Lisa Feldman Barrett, who is a neuroscientist. I just heard her say this, and I keep thinking about it. She says that emotions are the recipe for action. And I just keep thinking about what an interesting statement. And we know data doesn’t change behavior; emotions do. But I love thinking of these emotions are the recipe for action, especially I think at work when we’re often encouraged to leave emotions out of it. Like, they’re part of everything that we do.

Pete Mockaitis
Okay. And a favorite book?

Karen Eber
I just read this book that is a memoir, it’s called The Many Lives of Mama Love. It is by a woman by the name of Lara Love Hardin. So, I just finished writing and publishing a book of my own, and I now am finding I have time to read for fun again. And I met Lara at TEDWomen and was really intrigued by her story of someone that had a really hard life and struggled with drug abuse and built her way back to this really incredible story. So, I really enjoyed that quite a bit.

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

Karen Eber
Google Keep is my external brain. I dump everything into it from story ideas to to-dos, to a running list of where I need to be. I can access it on any device, and it saves me from trying to remember. It’s like if I’m on a walk, it goes into Google Keep, and it works so well to keep me on track.

Pete Mockaitis
All right. And a favorite habit, something you do that helps you be awesome at your job?

Karen Eber
Use Google Keep. It really is, actually, part of what works for me is spending time every Friday planning out a couple weeks of where is my time going, and where do I want to free up space for thinking time or writing time. And then I do go into Google Keep and use that to prioritize and make sure, because I have free today what my priorities are and shifting around. I am an introvert and I like to have good chunks of thinking time for working on things but also for resilience after a full day of speaking. And so, I am continually calibrating my calendar to make sure that I have the right balance of what I need.

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

Karen Eber
The statement that data doesn’t change behavior but emotions do, I think, is something I said it in my TED Talk, and people, random strangers will send me messages on social media how that stood out to them. And I think that we are in a data-rich era but, as one of my friends said, but we’re insight-poor. And I think the more that we can connect to things in a different way, the more powerful they can be.

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

Karen Eber
My website is the best place. It is my name KarenEber.com.

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

Karen Eber
Embrace stories. Don’t be afraid. Don’t wait for someone to invite you to tell one. Don’t think that you can’t tell one because you have to present data. Stories have compounding interest and they earn you the ability to tell more of them. And they honor the most precious thing that people can give you, which is their attention.

Pete Mockaitis
All right. Karen, thank you. This has been fun. I wish you much luck and many enjoyable stories.

Karen Eber
Thank you.

Oct 05

904: How to Gain Trust and Insight by Asking Better Questions with Mark Balasa

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Mark Balasa shares the most important lessons learned on trust from his celebrated career in asset management.

You’ll Learn:

  1. How to build trust with anyone
  2. How trying to sound smart can hurt you
  3. The most important question to ask in any meeting

About Mark

Mark is the former founder and CIO of Balasa Dinverno & Foltz LLC, a wealth management firm.

Mark has been a featured speaker on investment and technology topics with organizations such as Morningstar, the Financial Planning Association (FPA), Charles Schwab & Co., and Standard & Poor’s. He has been quoted in publications such as The Wall Street Journal, The New York Times, Barron’s, Smart Money, and BusinessWeek.

Mark has been recognized as one of the top wealth managers in the country by organizations such as Robb Report Worth magazine, Medical Economics and Bloomberg. He previously sat on Blackrock’s RIA Advisory Board, J.P. Morgan’s RIA advisory board, PIMCO’s advisory panel for RIAs, the advisory board for State Street Global Advisors, and the technology board for Charles Schwab & Co. Mark has written for INC. magazine website and publications for CCH.

Resources Mentioned

Thank you, Sponsors!

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

Mark Balasa
Thank you.

Pete Mockaitis
Well, I am so excited to dig into your life and career and the wisdom to be gleaned from it but, first, I want to hear a little bit about when you grew up, you were in a town of 300 folks. Tell us what was that like?

Mark Balasa
Yeah, it’s funny. Looking back, it was such a small town. Of course, when you were growing up, you don’t know that. That’s just normal. So, when we went to the nearby large town of 7,000 to go to school and shop and everything else, but it was awesome. You knew everybody, everybody knew you, very relaxed. It was a great spot to grow up.

Pete Mockaitis
Now was there anything odd that, I guess, you later learned was odd about the experience of being in such a small town that came to light?

Mark Balasa
What struck me, as I came to Chicago to start my career, was how unusual that was in many ways. Because you knew everybody, there was, of course, good and bad. They knew all your business, you knew theirs, but for the most part, it was very positive. And going into a much larger city and into a working environment, where you had to learn the ropes about how to trust people, how to navigate relationships that you didn’t grow up with them, because it was so intimate in such a small town, so that was a period of adjustment, for sure.

Pete Mockaitis
All right. It’s sort of, like, “Huh, this is different. I know nothing about you, and you, and you, and you.”

Mark Balasa
Right.

Pete Mockaitis
As opposed to youth. Okay. Well, I’m so excited to dig into… you’ve had just an impressive interesting career, and we’ve had a number of really delightful exchanges and conversations, so I think that we have a lot to learn from you. And I want to hear maybe just the four-minute version so we can get a little bit oriented. Can we hear a bit about your journey from founding your asset management company to exiting it, and then we’re going to dig in a whole lot more from there?

Mark Balasa
You bet. Again, the four-minute version of this is I was in the financial industry, I found that very boring, so I went back to get additional schooling in credentials, etc. I always thought it fascinating to be able to work with somebody about what’s really important to them, and finance, of course, checks that box pretty well.

So, I started a firm inside of an accounting firm and left that, went and started a wealth management firm and I brought in partners as I went along. For me, the journey was fascinating, Pete. The opportunity to help people, to get to be, in many cases, friends with them, to know their families and get paid for it at the same time, it was a dream career.

I loved getting up every day going to work. I love growing the firm. There was lots of challenges. Of course, there is in any business but it was so rewarding. We had people that were clients for 30 years. Some, of course, were just started just as I was leaving, and everything in between. But it was the relationships and the ability to help people that made it so rewarding.

Pete Mockaitis
And so then, tell me a little bit about the decision to sell or exit as well.

Mark Balasa
We became victims of our own success, in a way, and, of course, it’s a first-world problem but, as the firm went along, Mike, and Armand, and I were the three founding partners, and we wanted to bring in additional talent to grow the business. So, a really important way to do that was to give ownership. Not give, I should say, but to provide ownership, which they had to pay for.

So, as the firm continued to grow, and we got leverage, if you will, in terms of our asset growth and so forth, the revenue and the profitability was quite high. And so, what happened is the ownership interest became very high and very expensive. And so, what in the beginning was kind of a manageable debt load for a young person to buy in became very expensive, and it got to the point, actually, it was borderline not doable.

So, we looked out into the future, we said, “Gosh, it’s going to take probably another 12 years, maybe 15 years, to transition the firm internally,” and I was 60 at the point, “And do we want to work that many years?” And the answer was no. And so, we decided to look to the outside. I would tell you that, over the course of the firm’s trajectory, I would say three, four times a year for the last 20 years, we had people approached us to buy us.

So, we know that there was an interest. We always deflected that because we have the opinion that we wanted to have our own control, grow at the pace we wanted to grow, etc. And so, in making this decision, we knew it would be a big one because we’d be bringing an outside capital, in the end, actually, ownership but the reason for doing it was the ability to transition internally and transfer the firm got too expensive.

Pete Mockaitis
Okay. Well, a victim of your own success, yes, well, I guess that’s what I wanted to establish here because you are a kind, humble, generous man, but you said the revenue and profitability became quite high. I’ll say it for you, it seems like you guys were crushing it in terms of you were growing well, more and more folks were entrusting their assets to you, you were named seven times one of the best financial advisors in the US by the magazine that report such things.

And, yes, as I’ve interacted with you, I have also been just impressed by your way. And so, I kind of want to dig into the underlying skills or mindsets associated with your success. First of all, is it fair to say, your success as a company was not due to the fact that you generated massively superior returns relative to all of your competitors? Is that a fair statement?

Mark Balasa
Yes.

Pete Mockaitis
Okay. So, I imagine there’s something else going on there because that would be kind of obvious, “Oh, hey, Balasa’s company makes the most money. Let’s just go over there.” There were some other factors that were driving this success and growth. And what do you think some of them were?

Mark Balasa
That’s a great point. Each industry has its nuances, Pete, and ours, returns from an organization are like a state secret. Unless you’re a public mutual fund or a hedge fund that we have to report some of this stuff, it’s almost impossible to get people’s returns. And so, I can talk about our returns relative to peer groups, if you want to do that later, and then we were very proud of them.

But you’re absolutely right, when people come in to hire someone like us, you don’t do it based on returns. I would calmly tell them the criteria for a high net worth individual to hire someone like us is as follows. Number one, do you trust them? That’s a gut instinct. The second is, what is their background, if you will, academic and so forth?

Number three, what’s their scope of services? Number four, who’s the team I’m going to work with? Number five was fees. And number six was returns or vice versa. The last two were fees and returns. So, the thought process of hiring was not based on returns.

Pete Mockaitis
All right. Well, let’s talk about trust. There’s something that I think all of us would love to exude, to have a vibe such that folks want to trust us to buy into our ideas, our proposals, or what we’re after. And, in some ways, that feels kind of intangible. I think some people just give you a vibe that you’re like, “Hmm, I don’t know about that guy.” And others, like, “Yes, I really like and trust them.” What, Mark, do you think is behind this in terms of you and your team that made you come across as trustworthy?

Mark Balasa
I’ll answer that in two different ways. First, structurally, our firm collected a fee for the services provided. We got no compensation from any other source. Not selling any products, not giving information, literally nothing, so we had no other objective other than serving our clients. In other parts of the financial world, there is that conflict where you’re being sold a product that has a commission or some other incentive for the person to sell it. We didn’t have that.

So, structurally, us and firms like ours, had that to help, if you will, as the foundation. But to answer your question a different way, for me, it’s trying to not sell in the sense of, “Look how good we are,” but, “Let me sit down and ask you, what’s important to you? What do you struggle with? What are your problems? And can we solve them?” And being honest about whether or not we can solve them. So, if we can’t, then say that, “You’d be better served over here,” or, “This is what we can do in terms of what you’re struggling with. This, we can do, we can do very well.”

So, it was, frankly, something I never learned in school but in the real life, which is how important it is to ask good questions, and how important it is to listen. Those skills are unbelievably important to me to build trust in the sense of solving a problem and not selling something.

Pete Mockaitis
That’s perfect. Well, Mark, I was hoping you’ll bring this up or I was going to foist it upon you because that’s what exactly what I’ve observed as we’ve had interactions. And, in some ways, I think it could be rather easy to become sort of prideful or arrogant or to think you know a lot. But in our conversations, I know you’ve experienced much more success and experience in terms of financially and scope over the course of running your business and career.

But when we’re having conversations in the world about media, podcasting, etc., you are full of questions and listening well, and not cutting me off. And I really do feel like I am the expert, you are the pupil, and it’s kind of fun, it’s like, wow, you can teach me so much. But here you are, you’re in a learner mode and it’s just great to be on the receiving end of that. And I imagine your teammates probably felt likewise over the course of your career journey. Have you heard feedback along those lines?

Mark Balasa
Yeah, very much. Thank you for those kind comments. I would give you an example to illustrate the point. So, for a number of years, we did recruiting on college campuses for new team members. We eventually gave up on that. We only wanted people with two- or three-years’ worth of experience. But whether it was someone with two or three years of experience, but certainly, for sure, someone coming out of college.

They would come in and they would have a lot of background, let’s say, on investment or taxes or estate, whatever, and then we would give them additional learning. So, let’s say two years in, they’re now going to present to a client on some specific topic. They tended to come in with, in their mind, a prepared avalanche of information and data.

And what you had to encourage them on was, “Look, a couple things. One is they really don’t care what you know until they know you care.” You hear that a lot but it’s so true. The person doesn’t think that you’re there for their self-interest. They don’t really care how much you know. Number two, you’ve got to learn to modulate that. So, things I used to talk to our new team members was, “Look, on a scale of one to ten, if you know a lot about the subject matter, and one means you know very little.”

A client comes in, an interior professional so you know ten, or whatever the subject matter is. A client comes in and, in my case, let’s say it’s investments, and it’s a widow, and she’s on a three on a scale of one to ten. Well, then you need to talk at a level of four, just ahead of where she’s at but not over her head, not jargon, not tons of data but more stories to give her the point and the comfort to take her and educate her to where you need to go.

By comparison, if you’ve got a CEO from a company in Chicago coming in, and he’s a nine, well, then strap on, go to ten, and get data and give concepts, and give hard-charging data. In other words, you have to modulate with who you’re in front of to help them bring them along. To come back to your point about how do you build trust, and how do you communicate well, it’s doing two things. Being aware of who you’re in front of, and being good at what your subject matter is.

Pete Mockaitis
I think that really resonates. As I’m thinking about conversations I’ve had, if someone is dropping lots of complicated stuff on me, way over my head, I never really walk away thinking, “Wow, they’re so knowledgeable. I felt clueless. I should really go with them.” I think, “Hmm, this guy probably knows a lot because I wasn’t understanding it, but they could also be a con man. They could just be making up these things I don’t actually know.” So, that doesn’t give me a great impression even when they do know a lot, and they’re sharing a lot to prove that they know a lot.

Mark Balasa
That’s very true. And I’ll give you a nuanced example of that. Almost always, when a husband and wife came in, they were on a different spot on a scale of one to ten, so you had to adjust your presentation, the questions you ask, and how you presented it, to both audiences at the same time, especially the wife, which is stereotypical but, unfortunately, it’s true.

They’d have less knowledge about taxes and investments, and so forth. Most of them didn’t have an interest in it. If they felt that they couldn’t understand or follow you, and they left the meeting, that was not good.

Pete Mockaitis
Oh, no.

Mark Balasa
No, no, because the husband and wife are going to make decisions in the car on their ride home, and she says, “I have no idea what that clown was talking about.” That doesn’t help your cause, so you’ve got to learn to do both at the same time without being disrespectful or condescending to either party.

Pete Mockaitis
Well, can you share a little bit about how you, if you are, I don’t know if I want to use the phrase dumbing it down, but let’s say you have a ten-level knowledge, you’ve ascertained that the person you’re speaking with has a three-level knowledge, so you’re aiming to be a four. When you are doing that, how do you do that in a way that doesn’t come across as patronizing, or like, “Well, listen up, little lady, let me simplify this to you. Mommy and daddy have a lemonade stand…”? How do you do that skillfully without coming across as patronizing?

Mark Balasa
You have to do both. You have to talk intellectual, high-level, for the one that’s a nine or ten, and give data or numbers, but then give stories, give examples, or say, “Out of that, tell me what you heard.” Let them play that back, “I heard nothing or I had these two bits.” “Great. Here’s the other thing I’m trying to explain.”

And many times, not always, many times the husband or the wife, vice versa, will step in, and say, “Here’s what he means. Here’s what they’re trying to say.” And, of course, almost all of them appreciate that because you’re trying to meet them where they’re at. And so, it’s more of a conversation at that point, which is what you want.

Pete Mockaitis
Okay. Well, so now I want to talk a bit about asking good questions and listening. When you were in the process of having a conversation, and attempting to do just that, how do you do that? What is your mental process by which you are generating good questions and listening well?

Mark Balasa
You bet. Some of it, of course, is just practice makes perfect. But in terms of how to approach it, I always took it from the perspective of, “If I was in their shoes, what would I want to know?” I’ll give you an example. One of the reasons I came into this business to begin with was when I got out of college, I was studying for the CPA exam, and a buddy of mine that I was growing up with from northern Michigan, lived in Chicago, he came to sell me insurance, and he asked me a bunch of stuff. Here I was, I’m 22 years old, he’s selling me life insurance, “Okay, I’m not sure I need it.”

But he’s asking me all these stuff in the sales process, I think, “Well, I don’t know.” So, I remember going to the library, back in the day when people went to the library, there was no internet, and trying to find an answer to how to buy life insurance, and I could not find it. I couldn’t find it anywhere. And so, I told myself, “Well, gosh, if I can’t find it, there’s got to be other people that are confused by this sort of thing.” And that’s literally part of the reason I went into this business.

So, I try to put myself in their shoes, their age, their gender, if they’ve got kids, if they’ve got a mortgage, they like their job, they don’t like their job, all that stuff. In the back of my mind, I’m thinking, “What’s important to them? Why are they here?” And so, I would try to build the questions off of this specific scenario, but there are some standard ones that you could certainly start with.

So, for example, “What does success mean to you? If we were here together a year from now, and you’re with us, and you look back, what would you say, ‘Gosh, this was a homerun for us to work with your firm’?” I would ask that question. Another one I would ask questions about is what is their experience around money or taxes or estate. Those are generic. Several don’t apply, frankly, but you get the idea. There’s a handful of standard questions to get things started.

But, almost invariably, when you ask a couple of things, especially around, “When do you want to retire?” Oh, my gosh, is that loaded. All kinds of stuff would come out of that. So, I just gave you a bunch of openings to start to ask questions about, “Why did you say that? What do you mean by that?” So, I can give you examples but that was kind of the general premise.

Pete Mockaitis
And so, when you’re in other contexts and generating good questions and listening, how do you think about that? So, in the world of asset management, you are asking questions to gain an understanding of their situation to tailor what you’re going to share and to see if you’re a sensible fit. When you’re in learner mode, it’s a little bit of a different process of generating questions. How do you play the game in that context?

Mark Balasa
For me, part of the answer to that question is I try to think to the end, “What am I trying to accomplish? What do I need to understand better?” And I try to take it back from there. So, in the example, let’s take, I’m starting to do more in the social media world, which I don’t know much about, so there’s infinite ways for me to learn.

So, I try to say, “Okay, why do I need to know how Instagram works? Why does someone who views it, what do they get from it? If I’m a sponsor and I’m going to monetize Instagram in some way, how does that work? Why does it work that way?” So, in other words, I start at the end and I come back, as best I can, and try to say, “What do I need to understand to get to that point?”

Pete Mockaitis
Certainly. Well, I still don’t think I understand Instagram, Mark. So, okay, kudos. All right. So, we start at the end, and so then we ask the questions that drive us there. Do you have any favorite master questions that you find you use again and again as you’re trying to get the lay of the land and understand the situation?

Mark Balasa
Yeah, I hope I can think of examples. So, let’s say we’re going to look at a brand-new piece of software, and then maybe we can take other examples, Pete, if you like. But I don’t know anything about the software so I would start with the salesperson on the phone, “Tell me about you a little bit. Great. Tell me about your company. How many employees? How much revenue? How long have you been in business? Can I talk to some of your referrals as a client, a client referral? Tell me who your chief competitors are?”

So, it’s a series of things to understand more about their business, nothing to do with their software yet. Because if those things don’t check out, I don’t really care about your software, frankly. I want to know that that’s a stable business, if you will, before I’m going to proceed further.

Pete Mockaitis
You know, Mark, I’ve made that mistake by not asking those questions, because, a lot of times, when it comes to someone who’s very eager to give me a software demo, the answer is, “It is a super cutting-edge hip startup who has revenue and profit that is minimal, that existed for less than a year,” and I’m sort of there to help them learn how things work. In a way, that’s okay. That’s sort of fun. That’s sort of how things can get created, it’s sort of a two-way street.

But you’re right. To the notion of, “Do I want to invest myself in this software?” that becomes important because, like, “Oh, shoot. There’s a high risk it won’t be around in a year or two.” And then it’s like, “Well, now what? I guess I’ve got to go find another one to solve the problem I was trying to solve.”

Mark Balasa
Yeah, and that came true just making some mistakes for our firm with technology over time. I did exactly what you said. I remember we had a CRM early on, it was neat stuff but the company wasn’t viable, and so we had to convert a year later because they were out of business.

Pete Mockaitis
Yeah, CRM conversions, not pleasant. Okay. So, lovely. And now when it comes to the listening, how do you ensure that you are really tuned in and getting the goods?

Mark Balasa
That was one of the hardest things, frankly, to mentor and train new people on, was the ability to just be still and listen. And I mean not just thinking about what you’re going to do tonight after dinner, but listening. And, for me, some of that comes back to inside of you. It takes humility, it takes patience. Some people, depending on personality, it takes perseverance. But, in my view, it’s critical.

How many sales presentations have you been in? I’ll give you an example. So, we went to update our website a couple times in the last 10 years in our firm. Both times we put out an RFP, and you would have these three or four firms coming in, all kind of preselected, certainly know what they were doing. But you would watch the sales process, it was so fascinating. You’d have one group come in, they came in actually from New York, flew in, it was an hour meeting. They spent 55 minutes with their deck. They never even asked our name, and it was just this long trudging page-by-page process of just listening to what they had to say.

By contrast, if you start a sales meeting, or actually even a regular meeting, by saying, “What’s important? Why are we here? Let me ask you some questions. What’s your biggest pain point?” Even though you’ve already prepared a deck, I would always start with saying, “What questions do you have first?” Because if they asked a question, they come out and then frame something they’re struggling with, even though you’ve had two sales pre-calls, if you will, sometimes that’s with different people, sometimes it’s with them, invariably if you ask them that question, they tell you where they want to go.

And so, one of the hardest things in telling and training a new team member for us was they’d be very prepared for the meeting, the sales meeting. They’d have a 10-page deck and all kinds of data to back that up if we needed it, and their inclination is to present that, and we would always say, “No, no, don’t do that. Because out of those 10 pages, you probably need a page and a half. You just don’t know which page and a half it is. You have to start with what’s important to them, and then come back and use the pages that represents or makes that point.”

My favorite way to listen and to engage someone is with the whiteboard. Because when you present something that’s written, on a PowerPoint or whatever, it’s kind of pre-canned, and people kind of almost automatically kind of turn off a little bit, especially after four or five pages, they do. By contrast, if you’re on a whiteboard, and you ask me a question, and I draw a picture, and I write words, and draw numbers and designs, you’re engaged the whole time because I’m building and it’s custom. It’s a reaction to what you just asked me. It’s not pre-canned.

And so part, to me, the importance of listening is you can do that in person, real time, you ask me a question, here’s an answer based on all my experience, my network, and my training specifically about something you asked, as opposed to, “Turn to page seven now, and we’re going to go through these six bullet points next.”

Pete Mockaitis
Totally, very different energy. Very different feel there. Absolutely. All right. Well, Mark, tell me, anything else about listening, questions, engaging people, relationships, you want to make sure to mention?

Mark Balasa
I think those have been a good series of questions, Pete, no.

Pete Mockaitis
Okay. Well, now since you happen to have a towering expertise in money, let us know, as professionals who have an interest in their money, are there any top things that people tend to get wrong as they’re thinking about money or managing their money that you’ve sort of seen as a pattern over and over and over again?

Mark Balasa
There’s lots of ways to answer that question. I’ll pick two. On the actual specifics, expenses are really important when it comes to money and investing. You want to try to minimize costs. That’s universal. Morningstar’s done two studies over the last 20 years about bond returns. And so, there’s, pick a number, 2500 bond, mutual funds in the United States. The difference between the top tier and the bottom tier, the number one difference is their expense ratio. It’s not how clever the manager is, it’s not how the duration of the bonds, it’s not the quality of the bonds. It’s their expense ratio.

Because the bond returns are so narrow that if someone is charging you 1% to manage your money as opposed to 0.2 of a percent, that’s a 0.8 of a percent immediate benefit to you, that’s a huge difference in terms of collective return on the bond side. So, expenses are always important. Taxes, always important. So, when you’re investing, what’s your after-tax return, not so much your growth return? So, if you have a high turnover, you’re constantly selling and buying, you’re going to pay a lot of capital gains, short term, in particular, capital gains, that really eats away at your return.

So, there’s a couple of examples of universally always true things on the investing side. Let me answer your question a different way, and this is behavioral finance. Are you familiar with behavioral finance, Pete?

Pete Mockaitis
Yes, I’m thinking Richard Thaler comes to mind, Nudge.

Mark Balasa
Yup. Yup, exactly, Nudge. That’s exactly right. Daniel Kahneman is another one. They both won Nobel Prizes for their work in behavioral finance. For your listeners, it’s a field of study that tries to look at mistakes that human beings make when we’re dealing with finances just because of the way our brain is wired, and they’re called heuristics. I’ll give you just a couple of examples.

Human beings as a species are overconfident. Now, that helps us in many ways. So, when you go to start a new job, you’re going to get married, go to college, you’re really not sure what you’re up against, but, “I can do this, by God. Here I go.” And that’s awesome for us. But when it comes to finance, overconfidence is not an advantage.

We think we know more than we do. So, if you have a stock, you work in a company, you think you know all about it, well, really, you don’t. And so, helping people against some of these heuristics, overconfidence, loss aversion, framing, anchoring, all of those things play tricks on how we make our decisions. I’ll give you an example, loss aversion. This is one of the chief things that you have to deal with when people are investing their money.

When a human being sees a loss, it’s very different than when a human being sees a gain, and that bleeds into their decision-making. Thaler has done this one, a great example. He’s got a room full of participants.

And he says, “I’m going to flip a coin. And if it’s a head, I’ll give you $1500. If it’s a tail, you give me 1000. How many of you want to take the bet?” Like, no hands go up. Well, mathematically that makes no sense because the 50/50 bet and you get an extra $500 if you win. No, human beings don’t like that chance that they could lose.

How about 2000 to a 1000? “No, I don’t know.” Twenty-five hundred to a thousand? No hands started going up. That was his way of quantifying that for a human being, a 10% gain is one unit of pleasure, a 10% loss is two and a half units of displeasure. And so, think about your portfolio. What people do then, psychologically, is they hold on to their losers because they don’t want to recognize the loss, and they’ll get rid of their gains because it feels fabulous to say, “I sold a stock when it doubled.” So, that’s not a good recipe, selling your winners and holding onto your losers.

And I can’t tell you how many times people come in, we’d go through the portfolio, and we say, “Okay, we should get rid of these six types.” “Well, no, I can’t. I’m underwater on those. We have to wait till they come back.” That makes no sense.

So, behavioral finance is a really rich area for people in terms of how they can check themselves. One of the things you can do there is encourage everybody, and it’s maybe too pedestrian, but to be a long-term investor, and it’s easiest to do many times with exchange-traded funds or mutual funds as opposed to individual stocks because you don’t see all the moving parts. It’s easier to stay the course.

But in periods of like 2008 and during the pandemic when we got big drops, oh, my gosh, is that hard. I was at a meeting in Chicago, and there was a person who sat on the board for an endowment for one of the prominent universities here in Chicago, PhD in Finance, runs an enormous firm. So, he’s on the investment committee for this university in Chicago for their billions of dollars of endowment.

2008 hits, and you know how bad that was, right? One month led to the second month, led to the fifth month. It’s like its sixth month, constant grubbing of the portfolio. Portfolio has easily lost in the stocks at 50% of their value. So, here’s this sophisticated university, with world-renowned people on the board, including this gentleman, and the investment committee came in about five months into this, said, “We’re going to sell a bunch of the stocks.” “No, no, no, don’t do that. We’re probably near the bottom. We don’t know. We’re probably near the bottom. No, we can’t.”

“As a fiduciary, we have to stop the bleeding.” “No, no, you can’t.” “Oh, yeah, we have to.” And they did. About two months, maybe 30 to 60 days before it bottomed, it went up. And when it goes up, it goes up disproportionately quickly in the beginning. And so, the psychology there is, like, “Yeah, I missed the first 30% back. I got to wait till it drops again.” It’s all bad.

So, to come back to your question, what are some things, as an investor, you should know? Taxes matter. Costs matter. Diversification matters, I didn’t touch on that. And on the behavioral side, coming up with checks and balances so that you don’t get greedy, and that you don’t get frightened.

Pete Mockaitis
Okay. Very good. Well, so now you have sort of turned over a new chapter in your life and career. You have towering knowledge in asset management, and now you’re in media. What’s the story here, Mark?

Mark Balasa
You bet. As we sold the firm, I wanted to do three things, Pete. I wanted to try to work with my family, so I’ve got some family members involved in the new business. I wanted to do something, not to give back some of my money, but also my time. And the third thing is I wanted to do something faith-based. And so, our new venture does those things.

And so, I’m a complete novice at this world, but the people I’m working with are much more experienced, so I hope I’m bringing some of my experience to the table to help us reach a younger audience with things that are impactful for them, for their lives, and for their families.

Pete Mockaitis
Okay. And could you give an example of something that you’re putting out there that’s impacting folks?

Mark Balasa
We recently just started a podcast about a month ago, it’s called Is THIS for Kids? And it’s two young parents, Jonathan Blevin and Katie Ruvi, who review each week something in terms of a movie, a song, a video game, or TV show through the lens of, “Is this good for your kids?” And they’re not telling you whether or not if it’s good for your kids, but they’re telling you things you should be aware of, especially with things a lot of parents don’t have time to review, like video games or music, “Are those lyrics, are they okay? That video game, is that too violent? Is it too much sexual content?”

You, as a parent, can decide but we want to tell you, “Here’s what you should be aware of.” So, it’s an attempt to help busy, young parents, with the avalanche of stuff that’s available to their children, about how to navigate that world. So, that’s a specific example of how we’re trying to bring to the market with something that hopefully is helpful.

Pete Mockaitis
That’s right. And I’ve watched “Is THIS for Kids?” and I actually really love it because I am a semi-young, approaching 40 parent, and it’s not just a couple of prudes, like, “Oh, dear, dear, I was so repulsed by this egregiously inappropriate whatever.” It’s sort of like, “Well, hey, in Barbie, there was a masturbation joke, and it was kind of an eye-roll but I actually didn’t think Barbie was that fun anyway.”

And then just, generally, sharing, “Hey, these are my thoughts, these are my observations, this is my best guess for what age it’ll probably be fine,” and it shows that two good parents – I assume they’re good parents, they come across as good parents, Mark – can come up with different interpretations and conclusions of something, and have a lot more fun and laughs and nuance than, “Oh, no, they said the F word two times, so, therefore, this is immediately banned.”

So, I think it’s really cool. So, good job.

Mark Balasa
I appreciate that. And I’ll just tell you, one of the first things that struck me about the point you just made about the interplay between the two of them, because they don’t agree on many things, so Jonathan tells Katie that she’s getting older, and Katie says, “Well, I’m like a fine wine. Jonathan, you’re more like a sippy cup under the couch.”

Pete Mockaitis
That’s right. It’s a nice chemistry in that they seem to genuinely like and care about each other, but they do not mind to razz. Okay. So, that’s a very different thing, “Is THIS for Kids?” and faith-based media stuff. So, tell me, how have you used these skills associated with listening and good questions as you do something totally different?

Mark Balasa
Well, what I’m trying to do is, as you just said, you assemble those skills that I’ve acquired in my other business into this and help the team learn how to do sales presentation, how to do an interview, how to work with a new vendor, kind of some of those universally needed skills, if you will, regardless of what the actual business is, whether it’s a service or a product, and trying to bring that to them, so that’s hopefully my contribution.

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

Mark Balasa
I think that’s it. Thank you.

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

Mark Balasa
I thought about that, it’s a great question. I’m not sure if I can attribute this to Winston Churchill but I remember reading it in context of him. I’m a real big World War 2 aficionado. And he said to some of his military leaders during the war, he said that, “Authority is taken, not given.” So many times, when a young person would be in our firm, they’d say, “Well, how do I become an owner? And how do I get to lead a team?”

It’s one of those tricky things. You don’t really have a checklist, right? You know it when you could see it but I would always tell, “Look, you have to essentially take the authority because no one is going to step up and say…” Well, I shouldn’t say no one. It’s less likely someone is going to tell you, “You should go do it,” as opposed to stepping up and take it.

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

Mark Balasa
Going back to behavioral finance, I love that stuff. I would use it with our clients all the time. In many cases, I would tell them if I’m using it so they would see the folly of their own decision-making, and that area is ripe with so much interesting research. Like you said, Richard Thaler with Nudge, he did another one recently. What was it? Misbehaving. Daniel Kahneman has got a great book, Thinking, Fast and Slow. That’s actually one of my favorites. But there’s so much stuff in there that’s not applicable just to finance. It’s applicable to running a meeting, to how to interact with people. I think it’s just a really helpful thing for anybody’s career.

Pete Mockaitis
All right. And a favorite book?

Mark Balasa
I’m a big fan of Patrick Lencioni. And so, two of his books are actually a required reading at our old firm. We’re doing it at the new firm as well, which is how to be an ideal team player, be humble, hungry, and smart, and The Five Dysfunctions of a Team.”

Pete Mockaitis
That’s good stuff. Pat was on the show. It’s so good.

Mark Balasa
Very nice.

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

Mark Balasa
This is a boring one. As bad as it’s going to sound, Excel. I just use it. Even my to-do list, as something as simple as that, I just found it indispensable.

Pete Mockaitis
Oh, certainly. Well, now I got to ask. A to-do list in Excel, are you putting some numbers or quantification on some of the columns? Or, how does Excel enhance a to-do list?

Mark Balasa
It doesn’t. It’s just easy. It’s a great question. I’m not that sophisticated.

Pete Mockaitis
Okay. I thought you’re like, “Approximate hours required to complete this task.” All right. And a favorite habit?

Mark Balasa
Favorite habit for me is probably reading, if I can answer that broadly. Whether it’s for your own benefit, for your own edification, for your professional development, I know media is voraciously consumed by the younger generation, but maybe it’s just me and my generation, but I don’t retain things as well when I watch them as opposed to when I read. And so, for me, reading is critical on all fronts.

Pete Mockaitis
Okay. And is there a particular nugget that you’ve shared with colleagues that people associate with you or they quote back to you often, a Mark original?

One of the things I almost always would ask at the end is, “Is there anything else I should be asking?” And so, I would get teased for that.

Pete Mockaitis
Well, you have asked me that, and I asked that myself, so it’s a good one. And if folks want to learn more or get in touch, where would you point them?

Mark Balasa
BVM Studio. Right now, we just have a landing page. We’ll have more to come but that’s an easy way to reach out.

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

Mark Balasa
For me, as I look back over my career, the things that stick out is this. The world is a hard place, and an act of kindness, a sincere effort to help someone is always recognized and it’s almost always rewarded.

Pete Mockaitis
All right. Mark, thank you. This has been a treat. I wish you much luck with BDM Studios and all you’re up to.

Mark Balasa
Thank you very much, Pete. It’s great to spend some time with you.

Sep 18

899: How to Speak Smarter When Put on the Spot with Matt Abrahams

By Podcasts No Comments

 

Matt Abrahams outlines six steps to improve your spontaneous speaking skills.

You’ll Learn:

  1. How to feel more comfortable speaking on the spot
  2. Four tactics to keep speaking anxiety in check
  3. The easy formula for great self-introductions

About Matt

Matt Abrahams is a leading expert in communication with decades of experience as an educator, author, podcast host, and coach. As a Lecturer in Organizational Behavior at Stanford University’s Graduate School of Business, he teaches popular classes in strategic communication and effective virtual presenting. He received Stanford GSB’s Alumni Teaching Award in recognition of his teaching students around the world.

When he isn’t teaching, Matt is a sought-after keynote speaker and communication consultant. He has helped countless presenters improve and hone their communication, including some who have delivered IPO roadshows as well as TED, World Economic Forum, and Nobel Prize presentations. His online talks garner millions of views and he hosts the popular, award-winning podcast Think Fast, Talk Smart: The Podcast. He is the author of Think Faster, Talk Smarter: How to Speak Successfully When You’re Put on the Spot. His previous book Speaking Up without Freaking Out: 50 Techniques for Confident and Compelling Presenting has helped thousands of people manage speaking anxiety and present more confidently and authentically.

Resources Mentioned

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

Matt Abrahams
Thank you so much for having me back. I’m excited to chat with you.

Pete Mockaitis
Well, I’m excited, too. It’s been five and a half years.

Matt Abrahams
You can tell by the lack of hair and the more gray I have that it’s been a while.

Pete Mockaitis
That’s right. Well, way back in episode 253 when the show was but a pop was when we covered that. I’m curious, in your world of research and communication, have you discovered anything new that was surprising and striking to you?

Matt Abrahams
Yeah, so I’ve spent a lot of time since we last spoke thinking about several concepts: how to be more engaging, how to be more concise, and with the new book I have coming out, really, an amalgamation of those, combining those, and the notion of how to speak more effectively in the moment. A lot of our communication happens spontaneously. Yet, if we ever receive any kind of training or spend time thinking about it, it’s always for planned communication – pitches, presentations, meetings with agendas. And, yet, most of what we do in our personal and professional lives happens in the moment and on the spot.

Pete Mockaitis
Absolutely. And that’s just a great title here for your book Think Faster, Talk Smarter. And you’re bringing back some fond memories for me when I was in a high school speech team. Impromptu was my jam, although you still got, I think we had to divide eight minutes of prep and talking, and, ideally, it’d be about less than two minutes of prep with your notecard, so it’s still not quite on the spot. That’s more time than, “Hey, Pete, what do you think about this?” than you get in most circumstances.

Matt Abrahams
I love that you did impromptu speaking in high school. There was a time when I left High Tech before I started what I do today where I taught high school, and I actually coached some kids in impromptu speaking. And it’s a great way to learn how to be better on your feet, for sure.

Pete Mockaitis
Okay. Well, so then, tell us, when it comes to Think Faster, Talk Smarter, overall, what’s the big idea here?

Matt Abrahams
Well, first and foremost, I think the most counterintuitive idea is that you can prepare to be spontaneous. That’s the big thing. And then the second thing is that many of us feel that there are people who are just born with the gift of gab, and they can communicate effectively regardless if it’s planned or not. And I’m here to tell you that you can actually learn to get better at it.

And most people can improve dramatically by taking some time, putting in some practice, and adjusting their mindset to do this in a way that they might not have thought to do it. So, really, you can practice to get better. Everybody can do it. And the book and the process that I teach has six steps to it. The first four are really around mindset, and the last two are around what I call messaging.

Pete Mockaitis
Okay. Well, I’m excited to dig into these six steps. Maybe before we do that, can you share with us a cool story of someone who felt pretty flustered when they were called upon to speak, and what they did, and the transformation they saw?

Matt Abrahams
Yes. So, I have worked with a great number of people from seasoned executives down to just everyday people, students, for sure, and there are numerous examples of people who have been put on the spot. So, one that comes to mind is an individual who was attending a meeting, he was just an engineer in the company. He was going to learn about the future releases of the product and different people around the table were sharing their pieces.

His boss, who was supposed to share his work, you can see where this is going, didn’t show up. It turned out that his boss’ wife went into labor, and he was obviously doing what was most important for him, but that left the person who was working with me in a moment of utter panic. He had to now represent his whole team’s work without having prepared to do so.

He did okay. It wasn’t the end of the world but he was definitely stressed out about it and a little bit traumatized, and that’s what brought him to do some work with me. And when I walked him through the methodology I introduced just a few moments ago, he later had a subsequent situation, not the same situation, but another situation where he had to step up and speak.

His team was doing a tribute to that part of the project he represented several months prior. They were celebrating what they did, and he was put on the spot by his boss to stand up and say something as a way of congratulating the team for their success, and he was able to do it with much more confidence and it came out much better.

So, just in a few short months, he developed the ability to speak better on his feet. He felt really, really good about it.

Pete Mockaitis
Awesome. All right. Well, let’s hear what are these six steps?

Matt Abrahams
So, when we start, we first have to start with mindset. And the very first step in mindset has to do with managing anxiety. Regardless if it’s planned or spontaneous, anxiety looms large in communication so we have to first take steps to manage our anxiety. The second step has to do with the way we strive for perfection. Many of us want to get it right when we communicate. I make the argument that there is no one right way to communicate. Certainly, better ways and worse ways but no one right way.

Step three has you reframing the circumstances you find yourself in. Many of us see these situations as threatening, we’re put on the spot, we have to defend our position, and that can actually make it very difficult for us. Step four in the mindset category has to do with listening. It sounds ironic but some of the things that help us best communicate in the moment is to listen more deeply and better.

And then we switch from mindset into this notion of messaging. So, I am a huge proponent of structure. I think frameworks help us in all communication but, especially, in the moment when we have to speak on the spot. And, in fact, the whole second part of the book is dedicated to different frameworks and structures you can use for different situations, like introducing yourself, making small talk, answering questions.

And then the final step, step six, also has to do with messaging, how to be clear and concise. One of the big problems when we speak spontaneously is we ramble because we’re discovering our content as we are speaking, and we tend to say more than we need to. So, being focused, clear, and concise is critical in all communication but, especially, spontaneous communication.

So, those are the six steps: mindset and messaging.

Pete Mockaitis
All right. Well, maybe let’s tick through each one of these. For the step one, what are the top do’s and don’ts for managing anxiety?

Matt Abrahams
So, when it comes to managing anxiety, we have to take a two-pronged approach. We have to manage both symptoms and sources. So, symptoms are what we physiologically experience. Some people feel their heart really pounding, others sweat and blush, some shake, and there are some things we can do to manage those symptoms. I’ll give you examples in a moment. But we also have to think about sources. Those are the things that initiate and exacerbate our anxiety.

So, when it comes to sources, let me give you three quick things we can all do. Number one, take deep belly breaths, the kind you would ever do if you’ve ever done yoga, or tai chi, or qigong, where you really fill your lower abdomen. And, interestingly, what’s most important is the exhale not the inhale. So, you want your exhale to be twice as long as your inhalation.

Second, and this is a mental thing, remind yourself that you are speaking in service of your audience. Often, when we are asked to communicate, it is because we have something of value to provide to those that we are speaking to. If we really listen in to our self-talk right before we speak, we say lots of negative things to ourselves, like, “You better not screw up,” or, “You should’ve prepared more,” or, “That person who just went is far better than you are.” So, if we can remind ourselves that we actually have value to bring that the audience can benefit, that can cancel out some of that negative self-talk.

And then, finally, what we need to be thinking about is our body and how our body is reacting. So, if you blush and perspire, you need to cool yourself down. If you shake, you need to do some purposeful movements, like stepping in if you’re standing up. To cool yourself down, holding something cold in the palm of your hands will reduce your core body temperature. The palms of your hands are thermoregulators for your body. So, those are some just quick tips of what we can do for symptoms, and there are many others.

The second side of the equation is sources, and there are many sources of anxiety. One source is that we’re very nervous about not achieving the goal that we’re trying to accomplish. So, if you’re an entrepreneur, maybe you’re trying to get funding. If you’re one of my students, maybe you’re trying to get a good grade. If you’re working in an organization, maybe you’re trying to get support for your cause.

What makes us nervous is we start thinking about what will happen if we don’t achieve that goal, and that can make us very nervous. So, what do we do? We have to get present-oriented because worrying about a goal is worrying about something in the future. So, becoming present-oriented can short-circuit that. For example, you can do something physical. Actors and actresses will shake their body out. You can walk around the building. If you get in your body, you’re not in your mind.

Second, you can listen to a song or a playlist, it helps you get very present-oriented. A very simple way to get present-oriented sounds silly is to say a tongue twister. You can’t say a tongue twister right without being in the present moment, and it warms up your voice. So, lots of things we can do to manage symptoms and sources to help us with the first step of the spontaneous speaking methodology.

Pete Mockaitis
Okay. Manage anxiety, understood. We got the symptoms, we got the sources, and that’s handy. In terms of getting present, I’m intrigued, are there some additional ways that you recommend folks get into their body as opposed to their mind?

Matt Abrahams
Yeah. So, a great way, if you have an opportunity, is to connect with people, have conversations. So, if I’m ever in a physical space with other people where I’m presenting, maybe I’m running a meeting, or I’m giving a presentation where I know I’m going to get Q&A, and it’s appropriate, I’m out talking to the people, just getting to know them. It’s very hard to have a conversation with somebody and not be in the present moment. So, I’m listening, I’m connecting, that helps.

Another simple kind of fun way is to start at some hard number and count backwards by an even harder number. So, start at 100 and count backwards by, let’s say, 17s. That can be very challenging. So, there’s a lot that we can do to get ourselves present-oriented.

Pete Mockaitis
Seventeens.

Matt Abrahams
Yeah, try it. you can do the first one, that’s 73. Oh, I’m sorry, 83, and the rest are really hard.

Pete Mockaitis
Okay. And now let’s hear about the second step when we’re thinking about striving for perfection.

Matt Abrahams
Yes. So, when many of us speak, our goal, we feel, is to do it right, to say the right thing, to be perfect. We put a lot of pressure on ourselves. Society doesn’t help. If you ask people, “Who’s a really good speaker?” they will typically pick people who are professional communicators. They’ll say some TED speaker from doing a TED Talk, some politician, actor, actress, and that sets an incredibly high bar for the quality of what communication should be like.

Now, we seem to forget that these folks have been trained, and coached, and practiced a lot. In the case of TED Talks, sometimes they’re even edited. So, we need to be thinking about the criteria we use to judge and evaluate our communication because we set the bar really high. That said, we try to achieve it and we want to be perfect and right. And we can disabuse ourselves of that.

I start my Stanford MBA course every quarter I teach with this saying, I say, “Try to maximize your mediocrity in your communication.” And let me tell you, Pete, these folks’ jaws drop. They’ve never been told in their lives to be mediocre. But the value of this is when you strive just to get it done, you put less pressure on yourself, which actually boils down to cognitive load.

Your brain is like a computer. It’s not a perfect analogy but it works. And you know on your laptops and or phones when you have lots of apps or windows open, your system performs a little less well. It’s not performing at its top speed because it’s doing too much at once. The same thing is true with you when you communicate. If I’m evaluating and judging everything I say, that means when I communicate, I have less cognitive focus and effort in what I’m actually saying.

So, you can reduce that by just telling yourself, “Hey, dial down that judgment and evaluation.” I’m not saying never judge and evaluate. You should. But if you dial that down a little bit, you can just focus on getting it done. And when I explain this to my students, I end the class by saying, “Maximize mediocrity so you can achieve greatness,” and they get it. They understand that the pressure they’re putting on themselves actually works against them.

So, that’s step number two. Just get the communication done. And, in so doing, you’re likely to do it very well.

Pete Mockaitis
Okay. Understood. And how about the third one, service as an opportunity?

Matt Abrahams
Yes. So, many of us, when we think about our speaking situations, and we think about, “Oh, you’ve got to answer questions on the spot,” for example, or, somebody asks you for feedback, or to introduce somebody in the moment. Many of us don’t say, “Oh, this is a great opportunity.” We think, “Oh, my goodness, I’m going to screw up. I can’t believe I’m in this situation. I have to defend myself or my position.” So, we get very defensive.

And that affects not just how we hold our bodies. We get tight and tense. Our tone gets more curt. Our answers get really short and brief. We can adjust that by reframing the circumstance even in the most difficult spontaneous speaking. Let’s imagine a Q&A session where somebody is just coming at us, fast, furious, spicy. We can still see that as an opportunity to learn, an opportunity to connect, an opportunity to potentially find areas to collaborate, and, in so doing, it will change our approach.

We become more open in our body posture. Our answers become more detailed. Our tone becomes more collaborative. All of that will help us do better in the interaction. So, reframing these situations not as hostile and challenging but as opportunities can fundamentally change how we approach this.

Pete Mockaitis
Okay. Let’s hear about listening.

Matt Abrahams
Well, so I host a podcast called Think Fast, Talk Smart. I’ve not done nearly as many episodes as you’ve done. We’ve just come up on our hundredth, and it’s all about communication. And across these hundred episodes, what has been very clear to me is that listening is critical. We absolutely have to listen better. Most of us do not listen well. We listen just enough to understand what the person is saying so we can then respond, rehearse, evaluate, and judge. We need to listen deeply.

I once heard a video where somebody was talking about jazz and jazz music, and he talked about a teacher he had. And the teacher told him that when he’s listening to jazz music, to really understand it, he has to listen until he sweats. And I love that. When you listen to really connect and in the moment with somebody, you have to listen intently. Listen until you sweat.

So, when it comes to listening, I have a framework that I borrowed from a colleague of mine at the business school, his name is Collins Dobbs. And he talks about, in crucial conversations, three things. And these three things apply to listening beautifully, so I borrowed it – space, pace, grace. To listen truly well, you have to give yourself pace, space, and grace. By pace, I mean slow down.

All of us move so quickly and we have so much going on, we distract ourselves, so we need to slow down so we can really listen. We need to give ourselves space, not just physical space. Move into an environment where you can listen well, but also mental space. We have to give ourselves space in our minds to really focus, be present, and pay attention.

And then grace, we have to give ourselves permission, not only give ourselves pace and space, but to listen internally to our intuition. So, when somebody says something, if you said to me, “Hey, Matt, I’m doing great,” well, the words might say one thing but my sense is the way you said them might mean something else, and I need to give that some credence, and then act upon that as well.

So, the ability to listen minimizes the likelihood that you will respond poorly in a spontaneous speaking situation. For example, you come out of a meeting and you look at me, and you say, “Hey, Matt, how did you think that went?” And, all of a sudden, I hear, “Feedback. Pete wants feedback. Well, Pete, you did this poorly. You could’ve done this better. This should be different next time.”

But if I would’ve really listened, I might’ve noticed that you came out the back door, not the front door, that when you asked me, you were looking down, your tone of voice was very different. What you really wanted in that moment was support. You didn’t want feedback, and I missed it, and I made it actually worse not better. That’s why we have to listen really well.

Pete Mockaitis
Okay. And then when it comes to some of your frameworks, what is the framework for introducing yourself?

Matt Abrahams
Well, let me give you an all-purpose framework first, and then I can give you a specific one when you do an introduction toast or tribute. So, my favorite structure in the whole world is three simple questions: what, so what, now what. The what is your idea, it’s your product, your service. It could be the person you’re introducing, including yourself. The so what is why is it important to the people you’re talking to. And then the now what becomes what comes next.

So, if I were introducing you, Pete, I might say, “I’m really excited to introduce you to Pete. He’s a very talented person. He does many things, including host a podcast. In talking to Pete, you’re going to learn so much from his vast experience. Now, I’m going to turn the floor over to Pete.” Did you see I just did what, so what, now what as a way of introducing you?

Now, if you’re doing a toast or a tribute, where you’re introducing an idea, a product, maybe a group of people, another structure can work really well, and that is what I call WHAT. What is, “Why are we here? What is the event?” The H is, “How are you, the person doing the introduction, connected to the event?” The A is an anecdote or story you might tell that’s relevant and appropriate for the group. And then the T is some kind of thanks or gratitude.

So, imagine you are the MC, the master of ceremonies at a wedding. You would start, you wouldn’t have to necessarily say why you’re all here. People can figure that out as they see everybody all fancy dressed and probably came from a ceremony. But you might want to explain how you’re connected. You might say, “I’ve known the bride and groom for 10 years. In fact, I introduced them.” And then you would give an anecdote or story that’s relevant and appropriate, and then you would thank everybody, and then maybe bring up the next speaker.

So, the WHAT, why are we here, how are you connected, anecdote or two, and then thank you can be a helpful way of introducing people or an event.

Pete Mockaitis
Okay. And so, could you show us that in action? Let’s just say there’s a project kickoff, everyone’s getting together, and they’re going around introducing themselves. Matt, could you show us the introduction of self in action?

Matt Abrahams
Yeah. So, I hate the, “Let’s all go around the table and introduce ourselves.” I think there are so many better ways to get to know each other and names. But if you have to do that, so what I like to do, I do a slight variation of what, so what, now what, in that I start with something provocative. Rather than saying, “Hi, my name is…” That’s boring. Everybody sort of tunes out.

So, I’ll start by saying, “I’m somebody who’s passionate about communication. My name is Matt, and I am a podcast host, an author, and a teacher. And I look forward to sharing with you what I’ve learned about communication and, more importantly, learning from you what you know about communication.” That’s how I would introduce myself. It’s a little more engaging. It allows me to animate and demonstrate my passion. And it really sets up the next step of the interaction.

Pete Mockaitis
Okay. And now let’s talk about being clear and concise.

Matt Abrahams
Many of us, when we speak spontaneously, we discover what we’re saying as we say it. So, we say more than we need to. My mother has this wonderful saying that really helps get to the crux of this. And I know she didn’t create it but I certainly attribute it to her. And her saying is, “Tell me the time, don’t build me the clock.”

Many of us are clock builders. We say way too much either because we want to demonstrate how much work we’ve done, or how smart we are, or just so into whatever it is we’re talking about, we give way more information than people need. And, in so doing, we can bore them, we can cause them to get confused, we can lose our place and where we’re trying to head. So, really being concise is critical, and there are lots of ways to be more concise.

The two that I like to start with is, one, you have to know your audience. You have to understand what’s important to them. The more relevant you can make your content, the more likely you can focus it on the needs of your audience. That’s number one. And number two, you really have to think about your goal. Whenever you communicate, you have a goal, and you have to think about that goal such that it will help you focus.

And, to me, a goal has three parts: information, emotion, and action. In other words, what do you want your audience to know? How do you want them to feel? And what do you want them to do? And even in the moment, when I’m walking into a situation where I have to speak spontaneously, I can quickly say what I want them to know, feel, and do, and that helps me focus what I say.

I bet, when you were doing impromptu speeches in high school, at some point, before you started speaking, you would think to yourself, “What is it I’m trying to accomplish here?” And whatever that answer was helped you focus your communication so you were clearer and more concise.

Pete Mockaitis
All right. Well, Matt, this is quite a lovely rundown here. So, those are our six steps. And so, I’m curious then, maybe we’ve done all that prep, and yet, still, someone puts us on the spot, we’re drawing a blank, what do we do?

Matt Abrahams
Yeah. So, the number one fear people report to me is, “What do I do when I blank out?” And we can reduce the likelihood of blanking out by having a clear goal, thinking about our audience, and leveraging a structure. Because, if you think about it, a structure gives you a map, and if you have a map, it’s hard to get lost.

So, I might know, not remember, or know exactly what I want to say next, but if I’m using a structure like what, so what, now what, and I know that I’ve just covered the what, I know that so what has to come next. So, it helps give me directionality. So, we can avoid blanking out by, first, really leveraging a structure and knowing our audience.

Now, let’s say the worst happens. Even though you’ve got a structure, even though you’re feeling good about your communication, for whatever reason, you blank out. In that moment, there are two things I recommend you do. One, go back to go forward. Repeat yourself. When you repeat yourself, often you will get yourself back on track.

It’s like when you lose your keys or your phone, what do you do? You retrace your steps so you can find your way. Same thing works. Second, if that doesn’t work, distract your audience. You just need a few seconds to get yourself back. Here’s how I do it.

Pete Mockaitis
“Look over there.”

Matt Abrahams
Not so much that way. Not the smoke and mirrors distraction. But here’s what I do. When I teach, I teach the same strategic communication course multiple times a year at the Stanford Business School, and sometimes I’ll forget, “Did I say that in this class? Have we covered this already?” And I just need a moment to collect my thoughts.

So, I’ll just stop wherever I’m at, and I’ll say to my students, I’ll say, “I want to pause for a moment. I’d like for you to think about how what we’ve just covered can be applied in your life.” And when I say that, my students don’t think, “Oh, Matt forgot.” My students think, like, “Oh, how could I apply this. It’s important. We should apply it. It’s nice that he’s giving us time to do that.”

I think all of us can come up with a question that we could ask pretty much anywhere in our communication that would give us just a few seconds. So, imagine you’re in an update meeting, a product meeting, you could pause, and say, “What’s the impact of what we’ve just discussed on our timeline or on the product we’re coming up with?” People will think about it, and in that moment, you can collect your thoughts.

So, if the worst happens, repeat yourself. If that doesn’t get you back on track, ask some kind of question, assert something that gets people thinking in a different way, and that gives you time to rethink what you’ve got to do.

Pete Mockaitis
That’s really cool. And then I’m thinking of the project management or project kickoffs setting, it might be any number of great things to prompt people to think about it. Now, I guess in some ways, if the question is too far afield from what you were talking about, they’re like, “Huh? Why were you asking us to do this now?” Like, “I’d like for you to anticipate some of the sticking points as you imagine this playing out in process.” Like, “Really, you’re telling us about the financial projections? I don’t know why we’d do that now.”

Matt Abrahams
Yeah. Well, of course. So, of course, there are certain constraints but you could certainly say in the midst, you can say, “Now I want everybody to think back to the previous project. What were some of the sticking points that got in the way? Or, what are some of the financial issues?” Depending on whatever it was, people will start thinking.

And you could even say, “We’ve got some new people on the team. They don’t remember what it was like last time. I’d like each of you to just turn to somebody and share what a big issue it was for our last release, and then we can start talking more about where we’re going.” I don’t think a single person would question that at all, and it will help you be more effective.

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

Matt Abrahams
Yeah. So, I would just like to re-emphasize the fact that everybody can get better in their communication. The process I’ve delineated might sound intimidating, might sound like hard work. It’s not. You can do it in bite-size pieces. You can practice. The reality is this: the only way you get better at communication is the way you get better at everything else in life – repetition, reflection, and feedback.

If you’ve ever played a sport, a musical instrument, you had to practice. And then you had to reflect, “What’s working? What’s not working?” And then, finally, seek advice, guidance, and support from others so you can get better. I’ve seen it in my own life, I’ve seen it in the people I teach and I coach. You just have to take the time. You take small steps forward and it makes a huge, huge difference.

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

Matt Abrahams
So, a quote that I love, Pete, and thank you for asking this, is a quote by Mark Twain, and it’s got a little tongue in cheek here but it proves a point that I just made about how we can work to get better at spontaneous speaking. And Mark Twain said, “It usually takes me more than three weeks to prepare a good impromptu speech.”

And the point behind this is you have to put in work. You have to practice to get better at spontaneous speaking. Mark Twain knew it a long time ago. It still holds true today. And it puts a smile on my face every time I think about it, and I think it helps others understand what’s possible when it comes to spontaneous speaking.

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

Matt Abrahams
I have lots of favorite research points but I’ll share some research from a friend and colleague, her name is Alison Wood Brooks. She teaches at Harvard Business School. And a while back, she did some research that looked at how we can reframe our anxiety around speaking not as something that makes us anxious but as something that excites us.

It turns out that our physiological response to excitement and anxiety are exactly the same. Our bodies have one arousal response and we can reframe that and relabel it. So, instead of saying, “Oh, I’m so nervous,” we could say, “Hey, I’m really excited to do this.” And we can attribute those symptoms we’re feeling to excitement. And it actually ends up with us performing better, that is we feel better about how we did. And the audience sees us as doing better. So, I love that research.

Pete Mockaitis
Okay. And a favorite book?

Matt Abrahams
So, one of my favorite books of all time is a book called Improv Wisdom. It’s a book by Patricia Ryan Madson. I know Patricia, I’ve gotten to know her over the years. A very skinny book but it’s got lots of life changing advice that comes from the world of improvisation.

There are very few books that I have read where, upon closing the book, I have fundamentally changed my life based on what I’ve read. And this is one of those books, and it’s a book I return to often. So, it’s called Improv Wisdom Patricia Ryan Madson.

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

Matt Abrahams
So, I’ve already alluded to a few, there are two. Actually, you know what, there are several that I use. Let me share the most useful tool I think I use, and that is paraphrasing. I think paraphrasing is the Swiss Army knife of communication. You can use it for so many things. As a podcast host, I use it to really clarify what I heard my audience members say, my guests say.

I also use it as a tool to distribute airtime in a meeting. So, if somebody’s talking too much, I’ll paraphrase and throw it over to somebody else to talk some more. And I also use paraphrasing to clarify in my own life what it is I just heard somebody say. So, if one of my teenage kids, or somebody else in my life says something, and I want to validate that I heard it, and make sure that I got it right, I’ll use paraphrasing. So, that is the single most useful tool I use to be awesome at what I do.

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

Matt Abrahams
Well, first and foremost, I invite people to listen into Think Fast, Talk Smart, that’s a podcast I host. It’s short episodes all about communication. Definitely consider checking out the book Think Faster, Talk Smarter. I’m not that creative with my naming. It’s all about spontaneous speaking. And then if you go to MattAbrahams.com, you’ll find a whole bunch of resources I’ve put up there for all things communication. And if you’re a big LinkedIn user, feel free to link in with me as well.

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

Matt Abrahams
I challenge everyone to think about the impact communication has on the work that you do, and on the others that you work with, and I encourage you and challenge you to work on your communication so that you can be a better version of yourself, a better colleague, a better partner, a better parent. Communication will help you do that.

Pete Mockaitis
All right. Matt, this has been a treat. I wish you many fast thoughts and talks.

Matt Abrahams
Awesome. Pete, it’s been great to be back with you. Keep doing the good work that you do. Keep thinking fast and talking smart. Thank you.

Aug 14

890: The Five Laws to Asking for What You Want with Laura Fredricks

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Laura Fredricks shares battle-tested tips to confidently ask for what you want.

You’ll Learn:

  1. How to respond to “I’ll think about it.”
  2. Why you want to talk only 25% of the time
  3. Persuasion pitfalls to avoid

About Laura

Laura Fredricks is an author, speaker, and consultant who trains and coaches individuals, businesses, and nonprofits. Her latest book is Hard Asks Made Easy: How to Get Exactly What You Want. Through her previous six books, Fredricks has helped hundreds of global executives, industry trailblazers, marketing and communication leaders, boards, fundraisers, entrepreneurs, teenagers, artists, philanthropists, and everyday people achieve their best professional and personal lives possible.

Since 2005, Fredricks also has taught at New York University School of Professional Studies.

Resources Mentioned

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

Laura Fredricks
Welcome, welcome, to you, too, Pete. Glad to be here.

Pete Mockaitis
Well, I’m so excited to chat about your book, Hard Asks Made Easy: How to Get Exactly What You Want. It sounds super useful. But, first, I want to hear, as the ask expert, what are some of the wildest asks that you’ve come across in your days?

Laura Fredricks
It was two kids that wanted a dog and parents weren’t having it. They weren’t having it. So, I came across them and they came to me, and, of course, they’re doing all the stuff. So, I said, “What are you doing?” “Oh, we’re making the bed where the dog could go, and then we’re baking cakes for them, have the dog get them.” And they were doing all these extraneous stuff. It was hysterical.

So, I said, “Well, one thing you could do is wake up early every morning as if you’re going to walk the dog, because you know what’s on your parents’ mind. We’re going to get the dog and we’re going to be taking care of it.” I said, “Sure, you’re responsible so wake up early. Get that powder and go. And then you got to ask for the dog. You can’t just keep saying, ‘I want a dog. I want a dog.’ That’s not an ask.”

“Say, ‘Look, mom and dad, we wake up early every morning. We’ll take care of the dog. This is really important to us. We think it’s going to be great for the family. Can we go out this Saturday and look for a dog? Please, it’s important.’” And they did, they got the dog, and away we go.

Pete Mockaitis
Okay.

Laura Fredricks
I did something sneaky in there, Pete. It’s all what we’re going to talk about. Every ask, two sentences, and a question.

Pete Mockaitis
That is absolutely something I’m going to ask you about. It’s funny because I can imagine this is in my future. Our kids have made reference to wanting a dog.

Laura Fredricks
It’s coming.

Pete Mockaitis
Well, tell us, any particularly surprising or fascinating discoveries you’ve made about us humans when it comes to asking during the course of your research and career and writing on this stuff?

Laura Fredricks
A lot. And this is the number one thing. Confidence wins the day. The more confident you are, the more likely you are to get what you ask for. I get this ask all the time, Pete, “Do women make better askers? Do men make better askers? If you’re at the top of your field, does that make you a better asker?” It’s all about confidence. And so, one of the things I try to do is create confidence in preparation first, and then actually asking. But you will get more of what you want by just a confident delivery.

Pete Mockaitis
Okay. I was going to ask specifically how you define confidence. So, you say a delivery that comes across as confident.

Laura Fredricks
Correct.

Pete Mockaitis
So, whether you believe you deserve it or whatever is not so much relevant?

Laura Fredricks
No, it is. Because when you believe it, you deserve it, you look confident, there’s no way you can look any other way. So, that is the stepping stone to being confident. You have to be 100% sure that this is what you want, what you need, and what you deserve.

Pete Mockaitis
Okay. There we go. Now, let’s dig into the book, Hard Asks Made Easy: How to Get Exactly What You Want. What’s sort of the big idea or main thesis here?

Laura Fredricks
There are five laws of asking.

Pete Mockaitis
All right.

Laura Fredricks
I can walk you through them if you want.

Pete Mockaitis
Oh, let’s do it.

Laura Fredricks
Good. So, I always like to do it this way. Pete, tell me one thing that you need this week or this month.

Pete Mockaitis
I need my team to chug ahead on, frankly, a pretty boring, repetitive project.

Laura Fredricks
Okay. Okay. Good. So, here we go. And that’s a good one because I just did an interview with someone, actually, which is really exciting, and she needed more sponsors for her show, so we walked through that one, which was great. But this is asking a team to keep going even though it’s not exactly exciting work. Did I get that right?

Pete Mockaitis
Mm-hmm.

Laura Fredricks
Okay. So, here we go, Pete. Law number one, know exactly what you want with numbers and dates. So, knowing that, how would you ask your team? Numbers and dates.

Pete Mockaitis
I need all 890 of these episodes converted over for dynamic ad insertion by September 25th.

Laura Fredricks
There we go. Perfect. Perfect. Perfect. Okay. Notice you didn’t say, “By fall,” “By the end of the summer,” by whatever. That, really, “Now, I’m crystal clear of what we need to do. I’m your team member. I’ve got a good idea.” Good. Now, law number two, stay with me, write the old-fashioned way, or type it on your phone but it has to be brain to physical here, 15 things your team is going to say to you.

So, I’ll help you out. “Don’t have that kind of time,” “Can’t make that deadline,” “Why do you need it by that date?” “What’s in it for me?” “Do I get extra pay?” “I’ve got these other tasks to do,” “Where is this on my priority list?” Okay, I just gave you seven. Now you fill in.

Pete Mockaitis
Oh, sure. Well, my team is so fantastic that I think they’ll probably say, “Oh, hey, well, we’ll try. I mean, yeah, we’re going to do our best but I don’t know. I mean, that’s kind of a short deadline.”

Laura Fredricks
“Well, what happens if we don’t make the deadline?”

Pete Mockaitis
Okay.

Laura Fredricks
Okay. “Can we get extra help if we don’t make the deadline?” “Once that’s done, what else am I getting?” You get the point, 15 things. And we do this because of this reason. The number one reason people don’t ask, it’s not to hear, everyone here knows it’s not fear of rejection. It’s they’re afraid they’re going to hear a response they’re not prepared for.

And so, law number two, get you prepared. First step is 15 things you think they’re going to say, and then you go back, and what will you respond to each of them. That gets you right into the beginning of the show we talked about, law number three – deliver with confidence. Now, your listeners can’t see but every time I do an important interview, like the one we’re doing now, I stand. You’re standing, too. Why? It’s confident. No one exists in my universe right now other than you, Pete. Nobody.

Pete Mockaitis
Why thank you. Felt good.

Laura Fredricks
My voice is up, my energy is great, this is it, but people just step over this, like, “Oh, I got this. I’m good. I know my boss.” Just like you said, “My team is great. They love me. We love them. It’s all fine.” But we’re not delivering with confidence.

Law number four. Clarify what you think you heard. So, let’s say, one of the responses, which is very common, not that your team would give it to you, but let’s say they do, “Oh, Pete, you know, I got to think about it.” What would you say?

Pete Mockaitis
Well, it’s funny, I suppose when I’m thinking about something, usually, there’s something pretty specific under the surface that I need to think about in terms of, like, “Well, I’m wondering if I have that capacity given that there is a vacation scheduled.” And so, often “think about” really means gather some more information and do some research to bring a little bit more certainty to an unknown.

Laura Fredricks
Right. So, the thing about that, which is a very common response which we’ll have to prepare for, is your only job is to find out the “it.” What is the it? Now, you went down and said, “There’s research. There’s something to contemplate on,” there’s always something. But you need to find out in that moment what it is.

So, anyone hears I have to think about it, this is what you say to your team member, “Thanks so much for sharing. This is great.” This is my words, use whatever, “To the extent you feel comfortable, can you share with me what you’re thinking about?” And here’s the most important part, “I’m here to help you,” and you bring it back in. It’s not I threw something at you, you threw a response back, time is going to take care of it. There we go.

“To the extent you feel comfortable, can you share with me what you’re thinking about? I’m here to help you.” And you know what? They tell you. And exactly the reason might be that you just said, “Well, you know, here we are. It’s August 3rd, I have the last two weeks of August off. I don’t think I can make the September deadline.” And now we know what it is. It’s the timing.

It could be, “Well, I’ve done 90% of this project. I don’t think I should do any more. I think this other teammate should do it because I did 90% of it.” You don’t know what the “it” is, so figure out the “it.” And then law number five, and this is very important, right there and then, plan your next move while you’re talking about it.

Because if it’s, “That’s great. Go back. Think about it. We’ll circle back. August 3rd will be closed.” August 15th becomes August 30th, and too much time goes by. So, you could say, “Great. Work it out with your teammate. Friday 10:00 o’clock, let’s meet again and finalize this.” And now you’ve taken a big topic and you’ve condensed it, and you’re going to get an answer in a short amount of time.

Pete Mockaitis
Okay. Beautiful. There we have it. The big idea is those five laws, and you just laid out what are those five laws. And I think the part that’s vibing for me the most is the idea of we fear more getting a surprise question that we can’t answer than we do getting a no. And I think that resonates, well, for me. I guess maybe you’re suggesting it’s universal.

Because if I get a question I don’t know the answer to, I feel, I don’t know what the word is. I feel kind of like a loser in terms of, “Okay, guys. So, you’re coming in here asking for a special favor, and then in reply, I have a very basic clarifying question to ask of you, and you have no idea. That feels kind of disrespectful to me who’s being asked that you don’t have your act together. And so, that’s what I’m feeling.”

Laura Fredricks
It does. It does. And, also, like you said the word, surprise is correct. I always say, “You don’t want to have that deer-in-the-headlights look, like whatever.” That’s why I did law number two of writing down the 15 things because you’re pretty much going to hit the parameter of where it is. And many people in leadership positions, this is the reason why they don’t ask.

Think about it. You don’t get to be CEO, you don’t get to be in the C-suite, you don’t get to be the VP out of the sky. You’re prepared, you’re good, you’re knowledgeable. You’re the one to have that role, and a lot of times they don’t step up and ask for that same reason.

Pete Mockaitis
Because if you’re the vice president of whatever, and you ask the CEO, and the CEO asks you a sensible question, and you’re like, “Ugh, I have no idea,” then you’re sort of worried, like, “Uh-oh, maybe I’m not going to be the next CEO because the CEO now thinks I’m dumb and unprepared.”

Laura Fredricks
You’re supposed to know it. You feel judged.

Pete Mockaitis
Certainly. And I suppose when you do these 15 things, you can have the polished version of “I don’t know” at your disposal.

Laura Fredricks
Well, what you can do, and I recommend to everyone, like use this as a positive moment. We’re kind of on audio here but the visual matters. When you hear something you don’t like, normally, your body language tanks and you just give it away. Just say, “You know what, that’s a great question. Let me circle back. How about Friday 2:00 o’clock? I’ll have the answer. We’ll go from there.” Use it to your advantage. Use it as a leverage point. Don’t let that take you away. If response number 16 came and you weren’t ready, keep that list. That becomes number 16.

Pete Mockaitis
Okay. Well, so I like the clear formulations here. So, we got our five laws. You’ve also got three rules and a formula. So, let’s hear these, too.

Laura Fredricks
Yes, I do. Well, these all came from… asking has always been left from luck, chance, and time. If I ask enough people, one person is going to say yes. If I spend so much time with Pete, he’s going to naturally know what I want. And that’s how asks had gone, and I said, “I have to put organization, structure, and focus because when people have a path, they’ll follow it, and they’ll do it. Without steps, they’re not going to do it.”

So, my three rules, which are pretty easy but you’ve got to follow them, is be prepared, be personable, be present. And the preparation is what we did in the second law, but it’s also beyond doing your research. Really get to know a person. This comes to play when people want another job and they want to network, and they want to find a reference, and they want to find someone who might be in the company that they’re about to go in, where they’re a candidate for.

So, first of all, if someone is going to say, “Hey, I know this person, and it might be good for you. I kind of know them, kind of don’t,” there’s a lot of questions you need to ask, “Do you know anything about them? Do you know their interests, how they like to be communicated with? Are they kind of a person who is relaxed, likes jokes, very formal?”

All that stuff you can gather, makes you prepared for when you want to use that person as a reference should you ever become one of the top candidates. Just be prepared. I think people step over, it’s like, “I know Pete. He’s a good guy. The conversation will go well.” It won’t. Be prepared.

Second is be personable. And what I mean by this is, it’s one of my mantras that I love, your tone is as important as your words. Everyone who comes to me, it’s like, “What’s the right words? What’s the magical formula to ask?” And I can do that, but I always practice with them, “How do you sound? Take your phone, record your voice. Do you like it? Are you using one or two words way too much?” Your tone is as important as your words.

And then the last is be present. And I say listening with presence matters so much. Now, it’s gotten a little bit easier since a lot of us still do a lot of communication on Zoom, so we can look at our computer screen and focus. And you’ve prepared all your guests like me, to have no distractions, cellphone off, landline off, windows closed, the whole bit. The same applies when you’re going to ask. You have to be present. Nobody exists but the person you’re asking.

Pete Mockaitis
Okay. Understood. And can you also share with us the 75% to 25% rule?

Laura Fredricks
Yes. That gets to listening with presence. How many times, think back, that you had a conversation or even someone asked you where they’re overtalking it, they’re selling it, they’re pitching it, they’re selling it again? And by the end of the conversation, you don’t know if you’re supposed to think about something, you don’t know if you’re supposed to respond to something, and it was a great conversation but you’re kind of clueless.

So, I say, especially when you’re in the ask, it has to be they talk 75, you talk 25, which gets us to the ask formula of two sentences and a question. You end on a question so that the person you ask speaks next.

Pete Mockaitis
Okay, two sentences and a question, and the goal there is that you’re not overtalking, and they do the next speaking, as opposed to dead silence, “Okay, now what?” So, can you give us a few examples of sentence, sentence, question, sentence, sentence, question?

Laura Fredricks
Sure. Sure. There’s a person I knew who wanted, she was the vice president and the CEO position came up. She’s in Colorado and she contacted me. And, again, people can go too heavy on what they accomplished so that they should naturally rise to the next position. And I said, “Listen, let’s do this in preparation. Let’s frame your interview. Let’s frame your ask. Go in there, and here we go.”

First always, “Thank you for your time. This is great. It’s a wonderful opportunity and I’m really looking forward to it” sentence number one.” Number two, “I’m here today to share with you my three points of taking this company to the next level in the next year,” sentence number two. Question, “Is this a good time to talk about it? I’m really excited about it.”

So, this is a job interview. Now, what did I do? Two sentences and a question. We’re going to get to asking for the job in a minute but I like this prep first. I like saying, “I have three things to share with you,” because what does that do, Pete? That means I’m waiting for number one, I’m waiting for number two, I’m waiting for number three. It focuses the conversation.

Pete Mockaitis
Absolutely.

Laura Fredricks
Now, we’ve advanced why I am going to be the best CEO because I’ve already thought of how we’re going to advance the company. Listen to the back and forth, they’re going to talk about the stuff. And so, at the very end, saying, “I hope I’ve answered all your questions. This is so important to me in my career,” and here we go, “I’m asking you now to consider me as the next CEO. Can you do that?”

Nobody asks for the job. They talk around it. But when you ask for it, there’s laser focus that you are the person who really wants this. You’ve put a lot of time and energy into it. You’re going to advance us and you actually asked for the job.

Pete Mockaitis
Okay. “Can you do that?” and they’re like, “Sure. I can think about that.” Or, I guess they’ll say, “Well, no, actually, someone else is going to get it. So, sorry about that.”

Laura Fredricks
And that’s fine but at least you planted a major seed that this is something they really, really want, especially if you’re moving up in the company. There can be way too many assumptions that, “They know me. They’ve seen my work. We’ve gone out. They know my plan,” and when it comes to this moment, you have to treat it as if they kind of know you, kind of don’t, but you have to be the person who asks for the job because you want the job.

Pete Mockaitis
Okay. Can you give us another demonstration of the two sentences then question?

Laura Fredricks
Sure. Sure. Let’s go back to the interview I just did. The woman said, “I need more sponsors,” which we know from law number one is not an ask. I said, “Give me an example.” She wanted Coca-Cola to be a sponsor for 25,000 by September 1st. Okay, that’s what we wanted. Okay, it was kind of a framed ask. It could be any sponsor. It could be a local bank. It could be whatever but we used Coca-Cola because everyone knows it.

So, anyway, we go in and say, “You know what, first of all, what’s in it in for them?” “I’ve studied your company, and a lot of people tune into my podcast, and I think this can be a tremendous partnership. What I’d like to talk to you today is about Coca-Cola being a $25,000 sponsor by September 1st. Can we talk about it now? What else do you need to know before you make this important decision?”

Pete Mockaitis
Okay. Understood. And so, they’re clear on, “Well, here’s what I need. I need to know your demographics, your dah, dah, dah.”

Laura Fredricks
Precisely. You’re right down the runway, “It’s 25,000 by September 1st.” And then you get into everything else. Here we go, “I’m not the decision-maker. The budget is over. We don’t support podcasts.” Then you get into the 15 things, and you’re going to respond.

Pete Mockaitis
Okay. And let’s do one more example.

Laura Fredricks
So, there’s a lot of people that need more personal time now or through the end of the year, or they want a promotion, or they want a raise, but I’m going to go with personal time because more people are coming to me, that’s as important as raises and promotions.

So, here we go. And when you speak to your boss, you’ve got to remember, they don’t remember how much vacation personal time you have. I think they think it’s emblazoned in there, like, an Excel spreadsheet but they don’t know. So, go in there and say, “You may be aware or not that I have 10 personal days in calendar year 2023. I’d like to ask for three more personal days that I can use in September. And if we have to count them against my 24 time, that’s okay. Is this something that you’re ready to decide now? How can I help you make this decision?”

Pete Mockaitis
Okay, there we have it. Well, so I like that we got right into a lot of the pro tips on the formulation of the ask. Can we maybe back up a little bit and talk a bit about that asking reluctance. We talked about the fear of not knowing what to say. You’ve also formulated what you call two devils and three temptations when it comes to asking. What are these?

Laura Fredricks
Well, the two devils are assumptions and expectations, and that can just sabotage, even your thinking, about asking. So, there’s a lot of assumptions. Let’s go back to the person who wants to be CEO. They can do a lot of assumptions of, “I’ve been here X amounts of years. I’ve taken this company here. Everybody knows me.” And, like, in what we ever say, “It’s going to be a slam dunk,” but that’s way too much assumptions.

Or, “The more time I spend with someone, the more likely they are to know that I want their business.” This happens a lot in sales, a lot in real estate, “Take the person out for a thousand times, and they know that that person is going to buy the house from them.” Assumptions. Wipe it away.

Expectations. This comes a lot in personal relationships, especially, when we expect someone to know, “You need to clean the house more.” We expect someone to know, “It’s your turn to do food shopping.” We expect someone to know, “We have been on vacation. We’re going to take the biggest one we ever have.” Wipe away expectations and assumptions. You do need to ask and you can’t rely on those two.

And then my three devils, I mentioned them before, and they surface all the time: luck, chance, time. “If I ask,” and I hate this, “ten people, one person will give me investment.” Chance, “Well, my chances are pretty good because I just went out with them last time, and they’re going to know, and they’ll just do it, but I’m going to take my chances. I’ll sit back and wait.” And time, fall back on the other one, “The more time I spend with people, the more naturally they’re going to know what happens, and I don’t have to ask. It’s just going to happen.”

Pete Mockaitis
Okay. Understood. Well, tell me, Laura, any final things you want to make sure to mention before we shift gears and hear about some of your favorite things?

Laura Fredricks
Yes, there’s a couple things that I like. Just keep in mind, anytime you ask, it’s a conversation, and anytime you ask, it’s an opportunity. A lot of times, people can ask because they feel like they’re taking something away, the person is going to have less than they had before, but always think it’s an opportunity. They’re going to say yes, no, maybe, move on, but I’m guaranteeing you, if you don’t, there’s someone right behind you who’s going to ask that person. So, remember, it’s an opportunity.

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

Laura Fredricks
“The quality of your life depends on the quality of questions you ask yourself and others.” I made that up and I like it. It’s my guiding principle.

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

Laura Fredricks
I look a lot towards two things – The Chronicle of Philanthropy, Advancing Philanthropy, just because I know the mindset of people with a lot of money, what they’re doing with it, why they’re giving it, why they’re not because that comes up in a lot of asks. Most asks have a monetary element to it, so I monitor those two. And, also, I’m an avid reader, I read The New York Times, The Wall Street Journal, The Washington Post every day.

Pete Mockaitis
All right. And a favorite book?

Laura Fredricks
To Kill a Mockingbird hands down. It’s my favorite book then. It’s my favorite book now. and, Pete, one of the wonderful things is I got a chance to see Jeff Daniels be featured as Atticus here in New York City. And what’s so wonderful and sometimes terrifying is that the lines, the original lines from the book, in the play made people gasp because they’re timeless. We’re still dealing with these issues. And so, to write that kind of book and still have it so relevant so many decades later is just amazing.

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

Laura Fredricks
A couple because I’m on the road a lot, I use Egnyte because then I can access any of the documents I have, any of the press releases, on and on, and I like that a lot. Oh, my MailChimp, I could not live without that because that gets out my newsletter. And if anyone wants to be on my newsletter, it’s laura@expertontheask. Send me your email and I will put you on. I do a newsletter once a month, and it’s called 2S 1Q, two sentences and a question.

Pete Mockaitis
That’s right.

Laura Fredricks
So, those are my best. And then I invest in a lot of good lighting because it’s sometimes very difficult in a New York condo to get the right lighting, so I always invest in good lighting.

Pete Mockaitis
And a favorite habit?

Laura Fredricks
Read The New York Times religiously every morning, and my other two, The Wall Street Journal and The Washington Post because external forces govern internal decisions. You have to know what’s going on locally, regionally, nationally, internationally because they affect every ask you can do, won’t do, or need to do. And I also want to know what’s on people’s minds when people are asking. People don’t think about your ask in an incubator. They know what’s going on in the world and it’s on their mind so you have to be prepared for that.

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

Laura Fredricks
I gave one before, “The ask is a conversation,” “Your tone is as important as your words,” and, “Listen with presence.”

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

Laura Fredricks
Two ways ExpertOnTheAsk.com or simply my name LauraFredricks.com.

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

Laura Fredricks
Make more asks. Don’t hold back. Use the five laws. Honestly, they really, really work. Be prepared. Be personable. Be present.

Pete Mockaitis
All right. Laura, this has been a treat. I wish you much luck with all your asks.

Laura Fredricks
Thank you. Likewise, my friend.

Jun 01

870: Becoming More Memorable and Persuasive with Diana Kander

By Podcasts No Comments

 

Diana Kander says: "If it's not memorable, then it's mediocre."

Diana Kander reveals the simple secret to creating more memorable impressions and persuading others to say yes.

You’ll Learn:

  1. Precisely how forgettable you really are
  2. The simple secret to becoming more memorable
  3. Why you don’t want to start with a self-introduction

About Diana

Diana is a serial entrepreneur who entered the United States as a refugee from Ukraine at the age of eight. By her early thirties, she’d launched and sold millions of dollars’ worth of products and services. Today, she is an innovation consultant, keynote speaker, and New York Times bestselling author whose books have been taught in over one hundred universities. She can juggle, do a handstand, though not at the same time . . . yet.

Resources Mentioned

Thank you, Sponsors!

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

Diana Kander
Pete, I’m so excited to be here.

Pete Mockaitis
Oh, I’m excited to be chatting again. I remember, it’s funny, we’re talking about being memorable, and we’re just chit-chatting about how I remember a lot of the things you said the last time, even more than the average guest, even though they’re all swell and awesome. So, yeah, you’re walking the talk here, so I’m excited to get into some of your insights.

Diana Kander
Pete, I came here with a present for you. I’d hoped it would be here in person, but the mail service is not my friend this week. But you’ve done such an incredible job with this podcast, and when you’re on YouTube, you get those YouTube Awards. And in podcasting, there’s no awards, like nobody sends you anything in the mail. And so, maybe it’s presumptuous of me, Pete, but I made you this 20-Million Downloads acrylic plaque. Imagine me holding it. Here we are.

Pete Mockaitis
Oh, thank you.

Diana Kander
And so, I’ll send it to you after the show for you to put on your desk, but what an incredible feat for you to accomplish.

Pete Mockaitis
Oh, thank you. Well, that is so thoughtful. Wow, I appreciate that. I’m looking forward to placing that prominently. And I wonder, because we’ve had other episodes about how to, I don’t know, get people’s attention, or be persuasive, or cold email, or break into warm-up relationships, or whatever, and I don’t get very many cool gifts. I get a lot of pitches but it’s a pretty rare gift, and I didn’t even know this is coming. We said yes to you just because you’re fantastic and we want to hear what you have to say, so, but this is just pure gravy, so thank you for that.

Diana Kander
Yeah, bonus. Gravy is where relationships are made, Pete.

Pete Mockaitis
Quoted already, there you go. Well, it’s fun. We’re already warmed up but I had to know about your 2023 goal of doing the splits, because we talked about your plank insights last time, which was fun. So, I want to hear about you and the splits. How is that going?

Diana Kander
Every year, I pick an impossible physical feat. So, I teach people how to be more curious and innovative in their lives. And the way I push myself out of my comfort zone is I pick something that feels impossible for me to apply those skills to. So, between the plank, I did a handstand, I did pullups, and then this is these splits, and it’s going pretty good. Not even out of my comfort zone. It just takes a little bit of practice, and the right tutorials, and commitment.

Pete Mockaitis
So, now, when it comes to the splits, what are the primary muscles that got to get real flexible? Is it the hamstrings? Is it about all of them?

Diana Kander
Oh, boy. Yeah, it’s quads and hamstrings.

Pete Mockaitis
Okay.

Diana Kander
And your goal is to not tear anything while you’re trying to get to it. But, for me, the splits felt like an impossible goal. I’m over 40, I have never…I can’t even sit in a straddle. Some people might know that, like, with your legs. Even the little part, like gymnastics for my kids, I can’t do it.

Pete Mockaitis
Okay.

Diana Kander
And so, it felt like, literally, “Is this even possible for an older person like me?” And, in fact, it is.

Pete Mockaitis
So, you’ve done it?

Diana Kander
I’m getting close. I have till the end of the year.

Pete Mockaitis
So, you’re way ahead of schedule.

Diana Kander
I’m feeling pretty confident.

Pete Mockaitis
So, you feel like it’s just a matter of time.

Diana Kander
That’s it. It just takes time and determination.

Pete Mockaitis
Well, now, I want to know, as these muscles loosen and your range of motion improve, do you experience less pain or better posture or other benefits? What I’m getting at, Diana, is do we need to have a stretching episode for How to be Awesome at Your Job, or is that not at all that…?

Diana Kander
I know that you’re a big fan of The ONE Thing, Pete, and I thought this was going to be my one thing, that if I learned how to do the splits, I just imagined, like, a world of just general flexibility and posture. And I will tell you that that is 100% not the case. Like, I have no additional skills, like nothing else is stretch-ier. It’s just this one teeny tiny thing that I can do.

Pete Mockaitis
Okay, now we know, but it’ll be still cool.

Diana Kander
Still very impressive and I can do it anywhere, unlike pull-ups, like I need a lot of things to be right.

Pete Mockaitis
Well, when you say it like that, I’m imagining you’re just chatting with someone you just met, you say, “Hey, check it out, I can almost do the splits. Watch this.”

Diana Kander
I could it at the airport, yeah. People asking, people know I’m working on it, they’re like, “Can you do it?” I’m like, “Let me do it right here for you.”

Pete Mockaitis
That’s lovely. Lovely. All right. Well, we are talking about, you’ve got a book here, a fresh one, Go Big or Go Home: 5 Ways to Create a Customer Experience That Will Close the Deal. And I loved it when you were sharing with us, “Hey, I got this book,” you did part of our work for us in terms of, like, well, you know what, not all of our listeners are really in the world of sales or customer relations or customer experiences, but you’re like, “Hey, how do make your presentations memorable or how to double your closing rate for pitches.” Like, “Oh, well, that sounds great.”

So, lay it on us, any fascinating discoveries you’ve made while putting this together?

Diana Kander
Yeah, if we want to talk about being memorable, Pete, I think it’s important to understand how forgetting works first. So, let me tell you the research. An hour after you do your pitch, your presentation, you’re trying to get a new job, you’re presenting something, and you’re trying to get a big decision, an hour afterwards, they will forget 50% of what you said. And the week afterwards, they will forget 90%. And, unfortunately, you don’t choose the 10% that’s left. It’ll be like what shirt you wore or how many times you said uhm. Like, it’s a random 10% of the presentation.

Pete Mockaitis
All right.

Diana Kander
So, the only way to mess with those statistics, to have them remember more of it, is to have them have emotional peaks during the presentation. So, emotion is directly tied to our memory. That’s why you can remember almost everything about 9/11, or, a happier note, your wedding day. You can remember the weather, like every special part of that day. But you can’t remember a month before that what happened, anything about what happened that day.

So, if we can tie our presentation to some kind of peaks in their emotion, then we’ll have a lot more luck having them remember it and pick us. Then we’re talking to them on a subconscious level and we’re saying, “Hey, this just feels right.”

Pete Mockaitis
Okay, emotional peaks, that sounds great. I mean, fundamentally, how can I get someone else to have an emotional peak?

Diana Kander
Yes, how do you do it?

Pete Mockaitis
I’m thinking that Hollywood is awesome at this. We got the musical scores, and the shots, and the lighting, and the multimillion dollar budgets, and the most talented actors in the world, and the director saying, “No, no, no, no, no, no, that’s not good enough. Let’s run it again,” and have accents, I guess, in my own mind’s eye. So, how do we do that when we’re just humans talking to each other?

Diana Kander
That’s exactly it. Think about how you can remember lines from movies. Like, can you remember a line from a presentation? No.

Pete Mockaitis
Only a few.

Diana Kander
So, how do you get it in there and get it sticky? And so, in the book, we outlined a framework that spells out the word MAGIC, so five different things that you can do to create that emotional connection. And I’m happy to go through some of them or all of them with you today.

Pete Mockaitis
Well, yeah, so I think that I’m in, in terms of let’s hear those five things. I’m thinking, have we established sufficient why? That’s one of my little internal guidelines I’m thinking about. Being memorable sounds great. Being persuasive sounds great. Any other compelling reasons why being memorable and having emotion transmitted will be fantastic for folks looking to be awesome at their jobs?

Diana Kander
Let me tell you how this book came together. So, I got a call from a CEO, his company creates experiences for, like, stadiums, universities, and he said, “I want to write a book about our company and what we do.” And I said, “Good luck, buddy. I do not want to be a part of this effort.”

Pete Mockaitis
“Oh, do you want me to write that for you?” Okay.

Diana Kander
And he said, “Okay, I get it. Will you at least come take a tour?” And I said, “Yeah, I’ll come take a tour.” And I show up, and he’s walking me through this really impressive facility, and then he says, “Look, that’s the world’s biggest 3D printer.” And I was like, “That’s pretty cool.” He said, “We use it to build the world’s biggest 3D printed thing for the Raiders new torch.” You know, they have a torch in their stadium?

Pete Mockaitis
Okay.

Diana Kander
And I was like, “How did a company out of Kansas City win this huge deal?” And he said, “Oh, we have a move. Like our typical close rate is 45%, but when we do this move, we’ll close 90% of deals.”

Pete Mockaitis
Oh, this is what I love. Therefore, Diana, lay it on me.

Diana Kander
And I was like, “Okay.” And so, he explains what they do, and I was like, “This sounds amazing.” And I started interviewing employees at the firm, customers of theirs, other people who do move-like things, and I’d become obsessed with this idea. And by the end of it, I’m begging him to let me co-author this book about this method they do so that I can share it with as many people as I can. And so…

Pete Mockaitis
What’s the move?

Diana Kander
He did to me, you know. It’s about connecting with the person that you’re talking to on an emotional level. And you can do it even if you never even meet the person, and it’s about using these tools that are at your disposal that most people neglect, and because they’re not memorable, they are just mediocre. They blend in with everybody else who’s pitching or trying to get the attention of the people that they’re pitching.

Pete Mockaitis
Ooh, it sounds good. Now, Diana, before we get too excited, I’m wondering if there’s any nervous folk in the audience, saying, “Wait a minute, Diana, is this manipulative if I’m stirring up emotions in another person deliberately?”

Diana Kander
Yes. I don’t think it’s about being manipulative. I think it’s about showing exactly who you are. I think that a lot of times we want to connect with other people, we’re excited about the thing that we’re trying to sell, but we don’t know how to communicate that. We can’t be like, “Pete, this is an exceptional book, and you’ll have to know about it.” Like, that’s just mediocre. So, how do we connect soul to soul, Pete, like, establish deeper trust and connection with people in a way that just our words alone can’t do?

Pete Mockaitis
Okay. Got you. So, I think maybe some fundamental principles associated with, “Hey, it’s something you really believe in. It’s going to be for their best interest and for their benefit. You’re not a flimflammer or a con artist.” Okay, so assuming that’s true, let’s proceed.

Diana Kander
Okay, let’s assume that’s true. So, the framework spells out the word MAGIC. Do you want me to give you all of them? Let me open up the book. M, you make something surprising; A, you analyze them on a deeper level; G, you give the pitch in the right order; I, you include a 3D object; and C, you co-create together.

Is it embarrassing that I had to open up my own book to read those five short statements to you? I just wanted to get them right.

Pete Mockaitis
Oh, no, no, I dig it. I think that will facilitate Googling it everywhere, when they’re, “Who was that guest that Pete had who was so amazing, and there’s magic, and it was…?” So, that’ll be useful. It’ll trigger the keywords just right. So, yeah, let’s go through it. How do we make it surprising?

Diana Kander
All right, Pete. Make it surprising is doing ordinary things in unordinary ways. It is finding little ways…

Pete Mockaitis
For listeners, she’s sipping from a How to be Awesome at Your Job mug, which you have had printed because they don’t exist in my world.

Diana Kander
Yeah, I made my own mug. I love schwag so much, Pete. I love schwag, I have an account at the place where I made your award. I love schwag so much I made my own How to be Awesome at Your Job schwag.

Pete Mockaitis
That is fantastic. Thank you. And now I want one. And I’m wondering, so when it comes to schwag, you didn’t print 300 of these.

Diana Kander
I didn’t.

Pete Mockaitis
You did one. So, first of all, it’s very practical, who lets you do just one?

Diana Kander
You got to find ways to do ordinary things in unordinary ways. So, for instance, people who are applying for jobs can find creative ways to convey their information. I’ve heard of people who put their resumes on a cake, or in a box of donuts, or in a chocolate wrapper, lots of food items. But you basically communicate the same thing you would communicate otherwise, but in new and unique ways. And that could include having some kind of sight or sound or color. Does that make sense?

Pete Mockaitis
That is so good. You know, back in the day, when I was doing tons of case interview coaching for aspiring consultants, there was a guy who was awesome. He was having trouble getting attention from, I believe, it was McKinsey & Company, and it’s one of these good selective consulting firms. And for his birthday, he sent a cake to the office that had some of his contact information, and it said, “All I want for my birthday is an interview with McKinsey.” And they didn’t respond right away, but they got around to it and he got the job, so that was cool.

Diana Kander
That’s amazing because it was memorable. And this could be as simple as, when you send an email to somebody, to send a video instead, or maybe use some kind of music. Just changing what people are expecting, it could be as simple as changing your signature line in your emails to be something that is surprising, unexpected for them.

Pete Mockaitis
That’s cool. And very practical little piece here, where can I get schwag printed on a one-sy, two-sy basis instead of, “Oh, buy 500 mugs”?

Diana Kander
Zazzle.

Pete Mockaitis
All right.

Diana Kander
Do you know that website?

Pete Mockaitis
There you go. I do now. Thank you. Zazzle.

Diana Kander
Oh, yeah, I have a block membership for those, and it’s official.

Pete Mockaitis
Okay. So, we’re surprising, we are doing something that is unexpected, and it’s maybe physical. Just for funsies, could you give us a couple more examples?

Diana Kander
Yeah, I think it’s all about researching the person. So, for instance, we started this interview and I had that award, but in order to come up with a thing that I wanted to surprise you with, Pete, I had to listen to a bunch of your old podcasts, and I had to think about, “What would Pete care about? What would be valuable to him?” And so, it’s about really just being thoughtful and starting the conversation off by saying, “This interview is going to be different than your other interviews,” and just making them feel that teeny tiny tweak.

Pete Mockaitis
Yes, indeed. I dig it. I love it. And that takes some hustle, some effort, some time and energy. And I guess you could have help to assist you with some of that in terms of background legwork research, but a part of that I guess really does need to be from you.

Diana Kander
You have to care so you can’t do the move on every project. You can think about if you have a sales process, how to add pieces of magic that are consistent but it still requires this move. This special kind of connection with others, requires you caring and doing a little bit of extra in order to make them feel special.

Pete Mockaitis
Yeah, that’s good. That’s good. And what’s funny, and I think I get a lot of the opposite in terms of…well, I get a lot of pitches, and it’s a blessed place to be.

Diana Kander
Sure.

Pete Mockaitis
Better than the first few where we were pounding the pavement, asking lots of people and only a fraction said yes. Now, this is, “Oh, so many incoming pitches,” but they say, “Oh, I love your show,” it’s like, “Hmm, do you? I don’t know if you’d listened to my show at all, particularly because this is so not relevant.”

And so, that’s a real bummer when it’s just straight up, I don’t know, lying or inauthentic. And so, yeah, so you do that and it’s surprising. It’s very cool. Could you give us some more examples? We got a cake, we got 20 million downloads, we got the mug.

Diana Kander
It depends on what you’re doing. So, if you’re trying to get a job, again, it’s about getting somebody’s attention in a meaningful way. If you’re trying to create a memorable presentation, surprise could be something funny that happens that’s just different than how most speeches start. We believe in this idea of the golden window, which is you have 30 seconds that they’re paying attention and their brain is asking themselves, “Do I know what this is like? Like, have I seen something like this before?” And if the answer is yes, they’ll pull out their phone.

So, if in that first 30 seconds, you can do something that says, “This is different. You need to pay attention,” because if you think about it, Pete, like what your body does when you’re surprised, you kind of make this, “Huh!” face. You’re open, your hands are open, your eyes are open, your mouth, you’re just taking in as much content as possible. And that’s what we’re doing to them, we’re making them surprised, and then they will pay attention to the next part.

Pete Mockaitis
And so, for the start of a speech, you might give a counterintuitive fact.

Diana Kander
Absolutely. I start my speeches on curiosity with a picture of Snoop Dogg, and I say, “How many people in the audience know who this is? And what’s he up to these days? What job is he doing?” And now I have all eyes, all attention on me because they’re like, “What’s happening? I thought I was learning about strategy in business.” And they are, but we’re going to get there in a very fun way.

Pete Mockaitis
I like it, Snoop Dogg. I’m impressed even more, Diana. Just more examples. In the context specifically of a speech or presentation. Snoop Dogg, they didn’t think that was coming up. What else?

Diana Kander
Adding elements of music like nobody’s expecting, like a soundtrack behind you. Some people include funny videos or memes, just anything that disrupts, like, “This is going to be educational, this is going to be boring.” “I have education for you,” anything that you can make surprising.

Pete Mockaitis
Now, I’m thinking about another speaker, this is hilarious. He was all mic’d up and they were reading his bio, it was like, “So and so, he’s presented in so many countries,” or done whatever, and he just said, “Oh, my, that’s impressive.” It was like, “We know you wrote the bio that they’re reading right now.” That just tickled me. I guess I’m in the speaking world but that just tickled me because it was surprising, like, “Nobody does that.” And, sure enough, it got me in a receptive mode.

Diana Kander
Yeah. And let’s talk about some of the other elements of MAGIC because this can be stacked, so the more of them you can do at once, so, for instance, I got your mug on How to be Awesome at Your Job and that is a 3D object, which we’ll talk about in a second, plus the element of surprise. So, how do we combine some of these together?

Pete Mockaitis
Absolutely. All right. Well, let’s hear about the A.

Diana Kander
Okay. So, A is analyze them on a deeper level. Most people, when they’re pitching somebody, are doing demographic research, which is, “How long have they been at their company? How big is their company?” Just like imagine creating a human-shaped wallet, that’s what you’re doing. You’re just figuring out what the wallet looks like, but you’re not getting to know them as a person.

And what you really want to do is psychographic research, which is understanding their values and what they really care about and things that are tangible, like on the surrounding edges of what they actually do for a living because that will help you connect with them much more than anything that you talk about in the presentation.

Pete Mockaitis
Well, Diana, now I want to know what are my values that the public doesn’t know so much.

Diana Kander
Well, you heard earlier when I was like, “Well, Pete, you love The ONE Thing.”

Pete Mockaitis
I do.

Diana Kander
You do. And now I can talk about my content in terms that resonate with you, if that makes sense.

Pete Mockaitis
You know, it’s so funny, that didn’t actually resonate with me as much, not that you’re wrong, I really do love The ONE Thing. But I guess I love The ONE Thing so much, it’s like, “Yes, of course, every human being…”

Diana Kander
Everybody loves it.

Pete Mockaitis
That’s just as it should be for all of humanity. Shout out to Jay Papasan. Listen to that episode where we talked about The ONE Thing. So, yeah, it’s funny, I’d even recognize that as distinctly me because it’s like the water that the fish swims in.

Diana Kander
I will tell you, Pete, a lot of people still don’t know what The ONE Thing is.

Pete Mockaitis
It’s true. It’s true.

Diana Kander
They don’t know about it. So, it’s about understanding this person and what they care about, like I know you care a lot about systems and productivity, and you’re exceptional at creating systems around this show on how to make sure that you have a really good show that doesn’t take up a lot of your time away from three kids. And these are all points for me to communicate, like how we value the same things.

Pete Mockaitis
That’s good. It’s true. Well, yeah, it’s funny, that might not have surprised me in terms of, like, yes, like, “Wow, you figured that out about me,” but I was sort of dialed into like, “Yes, clearly, we are on the same page here. Proceed.” So, it was a positive impact, if not a surprising one, yeah.

Diana Kander
Do you know how jury consultants work, Pete? Have you ever heard of this job?

Pete Mockaitis
Just a little bit. Only from the movies.

Diana Kander
Okay. So, you go into a trial, and at the trial, they’ll start with 48 people sometimes that they have to narrow down to 12.

Pete Mockaitis
Voir dire.

Diana Kander
Yes. And as soon as they come up with this list of 48 names that they hand to the lawyers, the lawyer scans it, and sends it to, I’m not going to say guy in a van, but, today, guy in an office that now starts doing what is called psychographic research on each one of these people by looking at their social media profiles, like everything about their lives, their criminal records.

I’m not saying you need to do that about your business contacts, but you would understand them at a deeper level. But you would be surprised at how much information is available, articles that they write, things that they care about, that could just be little hooks for you to bring up as conversation points during your interaction.

Pete Mockaitis
Well, that’s really good, and I suppose I did not know that, although it makes total sense now that you say it. I just sort of assumed they were looking at the broad strokes in terms of, “Oh, this is a woman. That is going to be good for us.” “Oh, this is an elderly person. That’s bad for us.” But you’re saying, “Oh, no, no, no, we go deeper that surface level. Uh-oh. Whoa!”

Diana Kander
And it usually takes, like a lot of people think that takes a lot of work. No, it takes, like, 15 minutes if you’re looking in the right places to find. And we’re looking for moments of connection. We’re looking for a good reason, you know, not to get them off the jury. But it’s pretty much the same thing that you would do in a conversation with somebody, Pete, where you’re like, “Oh, where did you grow up?” but you’re doing it ahead of time before you’re actually in the meeting.

Pete Mockaitis
Yeah, that’s cool. And in your experience, folks generally like this as opposed to, “Whoa, that’s creepy, Diana. How do you know all this about me?”

Diana Kander
Yeah. Well, you don’t show up, and you’re like, “Ah, Pete, I see here that you live at this address, your house is worth this much, and your children’s names are so and so.” Like, you don’t want to try to freak them out. You got to be cool. But you find ways to, in a cool way, make it a part of the presentation, whatever you’re pitching.

Pete Mockaitis
Okay. So, we’ve got that. How about the G?

Diana Kander
The G is you give the pitch in the right order. So, Pete, most people, and they mean well, but this is how most presentation starts, they say, “Hey, let me tell you a little bit about myself, then I’ll tell you about my company, and then I’ll tell you why you should choose the thing that I’m recommending.” And that is the opposite order in which you’re supposed to pitch.

We do it because we think that we need to establish credibility, but they don’t really care about us or anything we have to sell until they believe that we understand them and how they see the world. So, every presentation has to start with them, and communicating to them that you see the world in the same way that they do. Does that make sense?

Pete Mockaitis
Yes, it does. And now I’m thinking about webinars because the formula…

Diana Kander
That’s exactly it.

Pete Mockaitis
…is always the same thing, it’s like, “Well, let me tell you about my story.” It’s so funny, it’s like, “Yeah, I don’t care about your story.”

Diana Kander
That’s right.

Pete Mockaitis
But what they’re trying to do is, “See how I’m relatable and like you. Like, I, too, had dry eyes, or this pain, or a business that was floundering, or I was overwhelmed by looking at different marketing approaches.” So, I get that that’s what they’re trying to do. I don’t find it as grand but I think what you’re trying to reconcile is, I think what you’re saying is the point is less like, “I went to Harvard, and that’s an impressive school, and I got really good grades, and I’ve been in this industry for 20 years.” It’s, like, that’s not so interesting. But if you also love The ONE Thing, or whatever, that that is conveying that you’re telling me about yourself but you’re, more so, conveying we see the world similarly.

Diana Kander
Yeah, and I think that we do that by starting with them and not us. So, your listeners know very little about me right now, actually. They do not know that I’m a refugee from the Soviet Union. I was born in the Ukraine. These are all interesting things but they have nothing to do with them and what they’re trying to do in their lives.

I want to come in just bringing a lot of value. And at the end, if I’ve done my job of showing them why this can really help them at work and in their business, then I’ll tell them some stuff about me, then they’ll want to know, like, “Who’s this person that I now care about? What are some interesting things about them?” That is the place to bring in stuff about yourself and your origin story and why you’re passionate about this. But at the beginning, it’s just like it’s glazing over and nobody’s listening.

Pete Mockaitis
And the way I am able to share that is I’ve done my research, the deep analysis, previously, and so I’ve got that. So, you gave me, hey, The ONE Thing, and I like The ONE Thing. Could you give us some other key sentences that you’ve seen make a world of good impact when shared early? You could say, “Hey, this was the audience, this was what someone said and they loved it.”

Diana Kander
Yeah, I think the best way to start early is with a question. So, if you have an audience, especially one that you can interact with, the best way to start is by asking them a kind of question that makes them reflect on their own lives where they tell you. So, for instance, when I start the “Go Big or Go Home” keynote, I’ll say, “What does it feel like when somebody’s pitching you? Like, you go to your door, and there’s somebody sitting there with a clipboard, and they’re like, ‘You’ve been pre-approved.’”

And so, they talk about, “Ugh, it feels icky.” And then I say, “Well, what is the sound? Can we make a sound out of that feeling?” And so, then we, as a room together, make the sound, and it sounds like, “Ow, blech,” you know, a terrible sound. Now, all of us, we are pitching on a daily basis, and what we want to be is like a magician. So, what is the sound that you would make when a magician performs their trick and does so flawlessly?

Pete Mockaitis
“Ahh!”

Diana Kander
Yes, that is how we want people to feel about us. We want them to feel that sound. And so, now, we as a group, have done something together. We’ve made that gross sound, we’ve made that ahh sound, we are on the same page, and now we can move on to something interesting or maybe even more surprising, but now we’re doing something together as oppose to me coming in, and being like, “Let me tell you about my sales experience and how this is a method that could really help your company.” You’re like, “Okay, I’ve heard this.”

Pete Mockaitis
Yeah, and it’s so funny that the sound about an emotion is really resonating because I’m thinking about David Allen, Getting Things Done, we’ve had him on the show a couple of times. He’s great. And he talks about, when you have a list of stuff, a to-do list, or whatever, and you look at it, you just go, “Ugh!” And that’s one of the things I remember most of all the things he said in the hours of David I’ve listened to and read, is the “Ugh!” because I feel it, and I think it later.

And then he brings me for home, he’s like, “Well, part of the problem is you haven’t clearly identified the next action or started your to-do list with clear verbs associated with, well, ‘What does mom mean on your to-do list?’ It’s going to lead you with an ‘Ugh!’ because it’s unclear, that’s one of a dozen things.” And here, now, I feel connected to David and what he has to say. So, I’m with you on the sound emotion.

Diana Kander
Well, that’s surprising. Most people communicate their ideas with words not sounds. And so, that’s another way for us to combine some of these elements together.

Pete Mockaitis
Okay. And the I?

Diana Kander
The I, include 3D objects. So, there’s some crazy research, Pete, about how our brains memorize. So, we’re not talking about understanding what your learning method is but I’m talking about remembering, and we all remember visually. And so, you’re going to remember something that’s a picture much more than you will just text alone, but you’re going to remember 3D objects even more than the picture.

And so, I have this example during the keynote where I talk about a product which is called the poo trap, and it is this harness that you put on your dog, that captures the poop at the moment it comes out of your dog, so just imagine that. So, I’m describing, I read the description, but then I show you the photo, which I had to put up on the screen now, but it’s like this S&M-looking contraption for your dog with a bag at the end.

And then everyone laughs, and I’m like, “Look, this photo is so much more memorable than the description,” and I go to my bag on stage, and I’m like, “I’m going to pass around this 3D version of the poo trap. Let’s see which you remember the most,” and they’re like, “Oh, my God!” So, how do you bring your ideas into the physical world?

I’ll give you another example. My friend, Abe, is a cancer researcher, and he goes to these conferences of cancer researchers, and he has this incredible work about how to get your T-cells to fight cancers themselves, like how to arm your T-cells so that you don’t need chemotherapy and you don’t need radiation when you have cancer. But when he goes to these conferences, like everybody’s working on something miraculous, so it’s hard for him to get people’s attention.

So, what he did was had another friend of ours, his kids go to my kids’ school, and we had another mom from our kids’ school make a 3D model of a T-cell fighting a cancer cell, it’s just like a big blob with plastic icicles coming out of it and some lights, like it’s a 3D rendering of science. But he puts it on a table, and he goes to a cancer conference and just flips it on, and everyone flocks to him because they want to know what the thing is.

Pete Mockaitis
“What is this thing?” Yeah.

Diana Kander
It’s different. It’s different. This is about standing out. It’s about being memorable. It’s about piquing somebody’s interest. And it has sparked so many conversations that are so valuable for his research, all because he brought this intangible idea into the 3D world.

Pete Mockaitis
Well, that’s juicy. And so, now I’m thinking, I have almost signed up and gone to ATD, the Association for Talent Development conference a few times.

And so, as I’m thinking, if I were to have a table as an exhibitor, and so, “Hey, I’ve got a podcast about being awesome at your job,” I might just have a big ole microphone at the exhibition booth table. And that’s kind of weird and different, and it’s just like, “So, what’s up with the microphone? Like, that’s all there is, huh? That’ll do it?”

Diana Kander
Or it just depends on how creative you want to be but anything that is a representation of what you can create. I spoke to this group of insurance sales folks, and one of them talked about bringing a jar full of pennies with him to appointments. And it’s not a big jar of pennies but it’s this much a month that protects your family in case this horrible thing happens. And you look at it, and you’re like, “Well, I could part with a jar of pennies like that.” And so, it’s just about taking any part of your presentation and making a physical element of it, just something to bring people to you.

Pete Mockaitis
Well, lay it on us some examples of if things feel abstract, like happiness, joy, a fulfilled employee who wants to stick around longer because they’re engaged and motivated, what are some of the things?

Diana Kander
So, like when you’re pitching, when you’re pitching, Pete? Is that what we’re talking about?

Pete Mockaitis
Yeah, sure. I’m just thinking to make a 3D object out of the intangible, what are some cool ideas or examples of how that’s done?

Diana Kander
Sure. So, one way is to make 3D objects about them, so it has nothing to do with your product offering, just your enthusiasm for what they do. So, the mug, the plaque, these are all examples of my enthusiasm to be here with you today. Second, you can show a 3D, something physical that is an example of what you’re talking about.

So, people that I’ve helped get jobs before, they have printed out their number one reference, referral, on a thick piece of paper and left it. And it’s different than emailing it to somebody. Do you know what I mean? Like, one really thick piece of cardboard with this valuable testimonial. They’ll be like, “Do I throw this away? I don’t know what to do with this,” but they’ll handle it, and so it’ll go into a different part of their brain.

Somebody else that I worked with, she went to a presentation and she brought a bunch of tacos with her, and she said, “Our city has the best tacos, and taco stands for…” and then she had something for each of the letters, like tenacious, audacious, I don’t know. Each one of the taco letters stood for something, but they were representative of what she would bring to the job, and it was very competitive. Then, again, she got it.

Pete Mockaitis
That is cool. And I’ve got a buddy, Kevin, who was presenting, like, “Hey, this is what could be possible if you sort of let our organization just take care of this whole event,” because there was a coalition, it was complicated, a lot of infighting, whatever. And so, he had some large card, like you might find in a preschool, large cardboard-like bricks, and so it looked like red bricks.

He’s like, “So, hey, this is how many people we have right now but our projections are, with this estimate and these funds and the initiatives, we’ll be able to have this many people. We’re going to build it up so it’s six times bigger.” And so, you could put that on a stacked bar chart on a slide, sure. But sure enough, it’s like, “Ooh, that’s a lot of bricks,” just hits people even though it’s the same thing but it’s in 3D.

Diana Kander
Pete, yes/and. So, what I would do in that case is I would bring something that is elaborate that they would not have money to spend on their event but would be cool. So, like as an example, one of those cameras that spins around you and produces really fun social media footage

Anyway, you would bring something that’s like, “We would never be able to afford that,” and be like, “Yeah, you can. Let me show you how to afford this thing. It would be really cool for your event because we’re going to run it a little bit different.” So, like, something that is aspirational, you know.

Pete Mockaitis
And, Diana, I’m curious, since you are an innovation and creativity expert, if folks are thinking, “That’s a really cool concept,” and they’ve only got two ideas and they feel pretty lame, how would you recommend they creatively generate some better ones? Should we hire you for consulting, Diana? Is that right?

Diana Kander
I think it’s about trying to work with people and brainstorm, like, what would work best in the situation, and just volume, volume of ideas. I really believe in creating top ten lists. I think we may have talked about this last time, but we often stop at the first or second idea for something. But if you can push your brain through creating ten different ideas, like some of them will be terrible, but the best one will probably be in the middle, and you would have prevented yourself from getting there by stopping at the first or second.

Pete Mockaitis
That’s cool. All right. So, now, what’s the C?

Diana Kander
The C is co-create together, and we have this really interesting piece of research that was done. This woman followed Hollywood executives around and CEOs as they were getting pitched. So, these are people that are getting pitched a lot of times. And her quote is that people think that just having a good idea will sell itself, and they are wrong because these people who are getting pitched a lot, they kind of try to put you in a box as soon as you come into the room, and stereotype you in some way. And the only way for you to get out of that box and to close the deal is to ask them to co-create a piece of that presentation with you.

So, what that means is we can’t have a fully-baked idea that we go in with. We can have kind of parameters of what we think the idea is, but if we can get them to co-create with us, like, suggest their ideas, kind of like you’ve been doing today, Pete, you’re sharing your experiences, making it a richer experience for everybody else, then that is a true art of seduction.

So, this woman who followed all these executives around, the people who had the best chance of winning the pitch are the ones that had an element of co-creation in it, not ones that are just like razzle dazzle them.

Pete Mockaitis
Okay. Can you give us some examples of how that might be articulated?

Diana Kander
Yeah, we have examples in the book of how people come with an idea up to 50% and then they say, “What do you think? How do we solve this problem? Let me articulate the problem. How do we solve it together?” If you’re doing a presentation, it’s about having chunks of the presentation where people get to interact. They are voting. They are responding. They are doing something to be a part of the experience in a way that if I were to do this again, it would never be the same exact experience.

Pete Mockaitis
Okay. So, is it sort of like, “Hey, we see there’s four options. Vote here”? Or, how does that sound?

Diana Kander
So, one of the things that I do at the end of my presentations is I will create a top ten list with the audience. So, I say, “I know how this stuff is important in your work but I don’t do what you do every day. So, can we come up with a list of ten things that are like ahas, or takeaways, or things that you would want to share with the rest of the audience?”

And now, they are co-creating the presentation with me. It’s my framework but then they give examples from their own lives, and they enrich the content even better, and give everybody else ideas in the specific industry that I’m talking to.
Pete Mockaitis
And, ideally, those will be all the more precise and specific to their experiences, whether they are in the food and beverage industry, or industrial mining, or whatever.

Diana Kander
That’s right. And for the people listening to your podcast, they have a job, they’re pitching to their boss, if you come in and you feel like you have to have all the answers, they’re not going to be as bought in as if you say, “Let’s solve this problem together. I’ve done this much legwork, I’ve got this much figured out, I’d love your feedback on what you think about this part, or this part, or help me brainstorm here.” And if you genuinely care about their opinion, they’re going to be a lot more invested in the overall outcome.

Pete Mockaitis
All right. Well, Diana, tell me, any final do’s or don’ts you want to put out there in terms of being memorable and persuasive?

Diana Kander
I think that thinking about how to create more magic in your life is the key to building better relationships. It helps you get gifts for your spouse and your kids. It helps you improve existing relationships and build new ones.

Pete Mockaitis
That’s good. All right, Diana, now let’s hear about some of your favorite things. Could you start with a favorite quote?

Diana Kander
I’m going to give one from the book, which is, “The only way to connect with people in a way that no one else can is to do research that no one else will.”

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

Diana Kander
We talked about this study in the book about how they put people into an fMRI machine, and they can actually predict your decisions 11 seconds before you can rationally understand them, which means that we’re making decisions in our gut, and then it goes up to our brain where we rationalize why we’re so smart and we made that decision.

But our body is a much older system than the rational brain alone. Like, almost all of our decisions are made on an emotional level in our gut. And so, if you know that about a person, then you want to be able to speak to their gut, and connect with them on that emotional level, because if you just try to stick with logic and reason, you’ll never break through to that very important level.

Pete Mockaitis
Well, you know, Diana, I’ve heard that many times before, that we make decisions emotionally and then rationalize them later. This fMRI 11 seconds is new to me, so thank you. Can you expand on the protocol for this study, that they say, “Hey, do you want to do this or that?” and they could see, “Ooh, the brain is lining up on excitement here and dread there, therefore, they’re going to pick A”? Is that how it goes down?

Diana Kander
That’s exactly it.

Pete Mockaitis
Okay.

Diana Kander
And there’s an additional study where they asked people, you know, that study, “Coke or Pepsi? Which do you prefer?” And when the cans were blind, you can’t tell which one is which, people overwhelmingly prefer Pepsi. But when you can see the brand logo, people overwhelmingly prefer Coke. And in the fMRI machine, they can see that when they get excited about Coke, it is their emotional-like memory chunks that are lining up, and Pepsi does nothing for those. I don’t know how they got in there but it is the emotional connection.

Pete Mockaitis
You mean the actual can inside an fMRI machine, it is a picture?

Diana Kander
No, their brains. The brain. But it is our emotional connection to certain things that gets us excited and drives us to action. And if you want to get a yes in a room, you want somebody to pick you, you want them to do what you’re recommending, then you have to talk to them, you have to spike those emotions in some way.

Pete Mockaitis
All right. And a favorite book?

Diana Kander
So, related to the topic that we’re talking about and doing research, there’s a book by John Ruhlin called Giftology that I really got a lot of. I don’t know if you’ve heard of it.

Pete Mockaitis
I don’t think so.

Diana Kander
Okay. Well, it’s on how to give really meaningful gifts. And we ended up interviewing John for our book, but it is, like, the gospel on how to give professional gifts in a way to create connection with people.

Pete Mockaitis
Okay. And a favorite tool?

Diana Kander
I have to talk about Notion, which is my new second brain. I used to write down everything everywhere, and now I have literally all my thoughts and ideas in one place, and I’m so grateful for it.

Pete Mockaitis
And I might just follow up here a little bit. I’ve used Notion just a smidge. But can you tell me why is Notion superior to, like, an Evernote, or a Bear, or the Notes, Memo app that’s native to phones?

Diana Kander
Because you can create, like, let’s say you have an idea, you can create pages within that idea, so it’s not everything just one straight line. So, for instance, I have, let’s say, marketing for my company, and then I have a newsletter hub, a webinar hub, so each of those is a hyperlink to another page. And in that other page, you can create tables, and you can create that do math for you, and you can create content ideas, and you can add documents and links to…it’s all saved in one place. I don’t know what to tell you but I do know that, now, I have three tabs open on my Chrome. And before Notion, it was a thousand.

Pete Mockaitis
Okay. And a favorite habit?

Diana Kander
It is drinking 100 ounces of water every single day, Pete. And I’ll give you a rule that helps me do that. I think you have to have rules to help you do the things that you want. And I promised myself that I will drink two glasses of water before having a cup of coffee in the morning, so that helps me in the morning. And then every time I go to the bathroom, I drink a glass of water. I don’t know if you’ve heard the Tiny Habits book.

Pete Mockaitis
Oh, BJ Fogg, he’s great.

Diana Kander
And now it’s like a cycle that doesn’t end.

Pete Mockaitis
So, what is the impact you have observed of drinking 100 ounces of water per day versus just whenever you’re thirsty?

Diana Kander
We don’t fully understand how much impact just having enough water in your system does for your nutrition, like, just washing toxins out of your body, staying healthy, having the ability to have more energy throughout the day, being able to go to sleep on time. Like, it’s an unbelievable amount of benefits that you can get.

Pete Mockaitis
And speaking of hydration and sleep, do you have a hydration cut-off time?

Diana Kander
Oh, definitely, like 7:00 o’clock. I stop the cycle.

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

Diana Kander
I think a way to sum up this conversation is if it’s not memorable, then it’s mediocre. And I think we overestimate how much of an impact we make on others. And our goal shouldn’t just be to do our best job, but it is to be memorable. And when we make that the focus, we’ll bring a totally different game to the challenge.

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

Diana Kander
I am very prevalent on LinkedIn. I would love to connect there. And you can go to my website, DianaKander.com. And, oh, Pete, I brought a gift for all your listeners, not just for you.

Pete Mockaitis
Oh, boy.

Diana Kander
I care about them. I want to connect with them. It’s a pretty good gift, actually. If you want a copy of the book but you don’t want to buy one, just email me diana@dianakander.com, and I’ll send you a digital copy of Go Big or Go Home so that you can benefit from the lessons. You just got to tell me why you want it, and it’s yours.

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

Diana Kander
As I think about your audience, Pete, I think the number one thing I would say is dig your well before you need it. Make sure that you have the relationship. Like, things are happening at a very fast pace. Things are changing, you’re going to need relationships in your life for whatever the next thing is, so make sure that you’re investing in all of those individuals so that you can help them or they can help you later.

Pete Mockaitis
All right. Diana, this has been a treat. I wish you much bigness and fun.

Diana Kander
Thank you so much, Pete.