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694: How to Make Your Voice Heard with Connson Locke

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Connson Locke says: "Making your voice heard is not just about dominating other people."

Connson Locke reveals the factors that get people to sit up and take notice.

You’ll Learn:

  1. Why we pay attention to some more than others 
  2. The elements of an influential voice
  3. The simple secret to becoming more likable 

 

About Connson

Professor Connson Locke joined the London School of Economics (LSE) in 2008 where she teaches Leadership, Organizational Behaviour, and Negotiation and Decision Making.  Connson has over 30 years’ experience as an educator, coach, and consultant working in Europe, Asia Pacific, North America, and Australia. Prior to entering academia, she served as Regional Training and Development Manager for the Boston Consulting Group where she was responsible for the learning and development of consulting staff in 10 offices across Asia Pacific.

Connson holds a Ph.D. and M.Sc. in Business Administration (Organizational Behaviour) from the University of California, Berkeley and a B.A. in Sociology from Harvard University where she graduated with honours. Her new book, Making Your Voice Heard, uses the research on power and influence to help people speak up to those who have more power than they do. 

Resources Mentioned

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Connson Locke Interview Transcript

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

Connson Locke
You’re welcome. Thanks for inviting me, Pete.

Pete Mockaitis
Well, my pleasure. I am excited to talk about how we can go about making our voices heard. But, first, I think we need to hear just a bit about you, bungee jumping in Thailand.

Connson Locke
Well, bungee jumping in Thailand, it was in my early 30s and I was going through an early mid-life crisis and I didn’t know what to do with myself, and I thought, “I’m just going to go away on vacation by myself.” And in Asia, at least at the time, it was quite safe for a woman traveling alone. So, I went to Thailand and I thought, “Oh, look, there’s a bungee jumping place that’s over a lake.” And I’d always wanted to bungee jump, and I thought, “It’s over water so it’s probably safe, right?” It was only afterwards that I found out if you hit water at such high speed, it’s like hitting the ground.

And so, I went, I got this tuk-tuk driver, and the tuk-tuk is like the local taxi, he didn’t speak any English, and I pointed out where I wanted to go, so he took me there. He had never seen bungee jumping before so he was the only person there that was watching me, essentially, except for the staff. So, I stand up there, and the thing about bungee jumping, you see the photos, it looks like people are flying. You do not fly. You drop like a rock.

So, I stepped off the platform thinking, “Oh, I’m going to fly like a bird,” and I just went, boom, straight down, screaming. So, afterwards, I go back to the tuk-tuk, and the driver was staring at me, like, “Oh, my God, I cannot believe what you just did.” And he’s like tapping his chest going, “Boom, boom, boom, boom, boom,” like your heart must be going crazy, and I said, “Yes?” And so, he bought me a bottle of water, which he makes hardly any money but he bought me a bottle of water because he felt so bad for me. That was me bungee jumping in Thailand.

Pete Mockaitis
Oh, wow. Boom, boom, boom, boom, boom? I bet that probably plays in your head from time to time. That’s unforgettable. Well, so I take it that it wasn’t something you’re going to do again?

Connson Locke
No, no, it was one of those things I wanted to try once but that’s it.

Pete Mockaitis
Okay. Well, there you have it. Well, I’ve been skydiving and hang gliding, and I loved it, but bungee jumping just feels like my stomach would go, “Waah,” just from the jolt.

Connson Locke
Yes.

Pete Mockaitis
And I don’t know if I would do so well. Okay. Well, so I’m glad we covered that. That’s important. And now it’s also important, your book Making Your Voice Heard. That is something, boy, our listeners have asked for before. Can you tell us what’s kind of like the core thesis here?

Connson Locke
So, this is all about what I call upward influence. How do you influence people who have as much or more power than you do? And this is something that has always interested me. And I teach leadership at the LSE, so I’ve been teaching leadership for about 13 years now. And what I noticed in a lot of leadership courses, the focus is very much on, “How do the leaders influence their team?” But, come on, if you’re the boss, how hard is it to make your team do what you want them to do? Like, okay, you’ve got to engage them and all that, but still.

What’s really important and what I struggled with for the 16 years before I entered academia was, “How do I influence my boss?” or, “How do I influence the client?” or, “How do I influence the people who have more power than me, the government official, or whoever it is that I’m trying to convince?” That’s the challenging thing and that’s what the book is focused on.

Pete Mockaitis
Okay. Well, I’m looking forward to digging into the particular details. But maybe could you start us off by sharing with us a particularly surprising and counterintuitive discovery you’ve made while doing this research?

Connson Locke
I suppose what I find interesting about it is that it’s possible. What I mean is I’ve always been a very shy introverted person and, growing up, I’m Chinese-American, and growing up my parents were very traditional Chinese, I always grew up with this idea that, “Hierarchy is hierarchy and you’re not supposed to argue with your boss. Like, you don’t disagree with your boss. That’s crazy. And why would your boss change his or her mind because of what you say? They are the boss.”

And so, to me, I guess it’s not counterintuitive but it was something that was surprising for me is that, actually, this is something your boss wants you to do in a lot of cases. Like, they want to hear your voice, they want to get your opinion, and if you think that something is going wrong and you can fix it, they want to know that. So, it’s one of those things that, once I realized it’s beneficial for the organization, oftentimes the people in charge want to hear your voice, then that kind of changed the way I looked at it.

Pete Mockaitis
Well, yes, I concur as someone who has been both the boss and the follower. As the boss, it is genuinely helpful when I say something and someone tells me, not necessarily, “That’s the stupidest idea ever. You’re so wrong.” But rather, “Hmm, do you think that’s the best course of action, given X, Y, Z?” and I go, “Oh, shoot. Yeah, you’re right. Sorry, thank you.” And then, “It’d be like disastrous if we went ahead and charged ahead with the thing I originally thought of, so thank you, collaborator, for bringing that to my attention.”

Okay. Well, so then I want to dig into the how-to of that. But maybe, zooming out, can you tell us, kind of fundamentally, what makes some people more influential than others? And I’ve had listeners say something like, “Hey, sometimes I’ll be in a meeting, and I’ll say something, and then someone else, and it was sort of like, ‘Hmm,” kind of barely acknowledged. And someone else will say just about exactly the same thing, and they’ll say, ‘Oh, yeah,’ and there’s like enthusiasm and movement, and I think, ‘What the heck is going on here?’ And it feels horrible.” You feel so small when that happens. But what are some drivers behind that? What makes someone more influential than someone else?

Connson Locke
So, sometimes it’s pure bias, sometimes there is maybe the person who is being paid attention to is maybe physically bigger, or is taller, or has been around longer, or is more senior. So, these are things you don’t necessarily have control over and there are biases towards listening to those people more. But what you can do to be that person that people listen to is there’s reputation, and then there is delivery style, and, of course, there’s content, obviously, but we’re talking about two people presenting the same amount of content, so who gets listened to more, assuming all other things are equal.

Reputation is what’s called basis of power. So, basis of power are where you get your power from, and if you’re the boss, you get your power from things like you have access to rewards and punishments. But if you’re not the boss, you get your power from two things. One is called expert power, which is people respect you for your expertise. And the other is called reverend power, which is people like you, but this takes time, you have to build it over time.

And if you’ve built that respect, if people respect you, and they go, “Oh, okay. Well, I’ve worked with Connson for a long time, and when she says something, I know that it’s worth listening to,” or, “I’ve worked with Connson a long time, and I really like listening to…I’ve really liked working with her, so I think I will listen to her.” That is something that can really feed into that. So, that’s the reputation.

But the other thing is the delivery style. And delivery style is everything from your body language. We think a lot about body language but, actually, I think what’s even more important than body language is the voice. What are we doing with our voice? Are we emphasizing? Are we being monotone? Are we using pauses? And that’s something that we can practice, but, also, it’s delivery is like it’s being pithy, it’s like getting to the point, it’s catching people’s attention. So, it’s that combination of how do you sound, how do you look, and what are you saying.

Pete Mockaitis
Okay. Well, so then let’s talk about both the long-term game and the short-term game. Let’s hear first some quick hits, the do’s and don’ts of sort of like the voice and the presentation and the delivery style because that’s something we can do immediately and, hopefully, see some impact. So, what are the top things that give us an influence boost versus an influence ding?

Connson Locke
Okay. So, when it comes to delivery style, think of how you look and how you sound. And I’m going to assume that what you’re saying is the same regardless, so let’s focus on how you look and how you sound. How you look, if you’re online, you need to pay attention to lightning. If you’re not online then, obviously, you don’t have to worry about that, you’re all in the same room anyway. If you’re online, you also need to pay attention to sound quality, so getting a good headset so people can hear you.

The other things about how you look is think about your clothing, your hairstyle. Are you standing up straight? Are you slouched or are you taking up space? So, the good things are, if you’re standing up or sitting up straight, you’re taking up some space, which means you’re not shrinking, you’re not kind of hiding, but you’re really owning that space. You’re using eye contact while speaking because that’s what makes people…that’s what makes you come across as confident. And you’re using a tone of voice that’s confident and natural, a pace that’s natural, and you’re willing to pause.

Pete Mockaitis
Okay. Well, could you maybe give us a verbal demonstration then associated with what does a nice influential voice sound like versus a not-so influential voice?

Connson Locke
Sure. So, if I’m trying to tell you about what makes me influential, yeah, and I’m talking and I’m just kind of using a lot of filler words, it’s not very engaging and, after a while, you kind of tune out. Instead, if you’re short, sharp, sweet, you deliver the information, look confident, sound confident, and deliver your information in sharp bites. Okay, I’ve got a confident tone of voice, I’m pausing in between each point, and sometimes I’ll change my tone if I’m emphasizing something or maybe I’ll say something a bit softer if I want to get your attention. That’s using your voice to its potential and it’s something you can practice. Everyone can practice at home. You record yourself on your phone, you play it back.

Pete Mockaitis
Yeah, that’s great. It’s so funny, in the first one, my attention started drifting just within a couple of seconds, and this is kind of my job is to pay attention to everything you’re saying.

Connson Locke
Exactly.

Pete Mockaitis
And think about how we’re going to package and present it. So, I thought that was pretty funny and then there may very well have been some listeners, I think you’d notice the same thing or maybe even skipped ahead, like, “Oh, I’m bored right now. Let’s get more.” So, that’s potent there. And then part of it is practicing and recording yourself so you can just hear and see the difference for yourself. Any other tips in terms of doing the preparation so that that is possible?

Connson Locke
You know, who I think one of my best coaches has been, and he hasn’t meant to be my coach, my husband who I have been married to for about 20 years now. He’s a very impatient person. And when I first started dating him, I would tell him stories about what happened to me at work, and I’d go on and on and on, and he would just drift off, like he was not listening anymore.

So, over the years, I learned to be very much to the point. Like, I think a great way of practicing is to find a friend or a family member who you know is pretty impatient and practice telling them a story. If you can keep their attention, you’re getting to the point.

Pete Mockaitis
Okay. I like it. Okay, so that’s the vocal stuff. You mentioned clothing, and maybe this is common sense but maybe perhaps not common practice. What are the do’s and don’ts when it comes to clothing?

Connson Locke
With clothing, you have to pay attention to the culture of the organization you’re in. Don’t make assumptions. I had a student who went for an interview at an advertising company, and she wore a very conservative dark blue suit, and she noticed that everyone around her was wearing colorful funky kind of creative clothing. She did not get the job. So, don’t make assumptions about what’s the appropriate clothing or not. Really, you need to observe the culture around you and adopt what is best in that environment.

Pete Mockaitis
I notice in my own clothing game, which is mediocre – I’m wearing a T-shirt right now but you’re cool with it. Thanks, Connson – is that just sort of little things in terms of like, “Oh, there’s a wrinkle I didn’t notice before but, oh, now I see it and it’s there,” or, “Oh, there’s a little bit of a spot of, I don’t know if it was maybe a little bit of grease or oil or ketchup I got to wipe up and had just a smidge of that sort of oil or residue left behind.” So, it’s like a wet spot but it’s there for, I guess, the day. That’s what I find with clothing is those little things.

And, I don’t know, sometimes I wonder how much do people care but I think I’m coming around to thinking that even if it’s not fully in their conscious purview, it’s sending a little bit of a signal that’s impeding influence. Would you agree with that or what do you think about those little clothing things?

Connson Locke
I think with clothing, it’s the impression that you make. So, if there’s a little stain and you hardly notice it, I doubt anyone else is going to notice it, unless you point it out to them, which I would suggest you don’t do. But, otherwise, it’s about the general impression. And so, as long as, in terms of the general impression, if you’re making the impression that you want to make, sometimes you want to make a more casual impression, sometimes you want to make a more formal impression, and so it’s all about that kind of broad impression that you’re making, and that’s what you should be aiming for. I wouldn’t worry too much about the little wrinkles or the stains.

Pete Mockaitis
Okay. Well, thanks for that. That helped there. I think fit also can factor into things in terms of if it’s a little too tight or a little too baggy, it looks quite different than when it’s sharp, like, “Oh, yeah, that fits you just right.” You just look good no matter the context. Okay, so clothing, we’re not going to say much more about that. When it comes to that expertise and the reputation, sort of the long game, how do you recommend we develop that well?

Connson Locke
So, developing expert power, the most obvious way to do it is just to be really good at what you do, be really good at your job, but also to make sure people know that you’re good at your job. So, for example, when I first started working at LSE, I got a lot of good evaluations as a teacher, but not everyone knows what evaluations everyone else is getting. But the head of my group was so impressed with my teaching scores that she actually had this little, at one of the staff meetings, she gave me a little award for getting the best teaching evaluations that she’s ever seen.

And so, that was great because I didn’t have to brag on my own behalf, which never looks good. She was the one who kind of let people know what I was doing, and that helped me gain expert power. So, then my colleagues were like, “Oh, wow. I didn’t know that Connson was good at that.” So, it’s being really good at what you do but also making sure, finding a way to let people know that you’re good at it.

If you want to build expert power with a particular person, it can really help if you can help them solve a problem that they’re working on, that they’re struggling with, because then you’re helping them solve this problem and they’ll be grateful, and they’ll also be like, “Oh, you’re pretty smart.” So, those are the ways of building expert power.

Pete Mockaitis
And then what I’m intrigued by your fantastic evaluations, and maybe particular pedagogical things that are not within the scope here, but is there anything you do in the classroom you think that is particularly powerful when it comes to being liked and influential by your students?

Connson Locke
I think, in terms of the evaluations that I’ve received, there are two things that students usually say. One is they can tell that I love what I teach, like I really care about this. But it’s not just that I’m so fascinated about the topic that I teach, it’s that I care about helping them become better leaders. So, when I teach, it’s not me kind of indulging myself. When I teach, it’s about helping my students become better at leadership, at influence, at doing better in their careers, and they can tell that. They can tell that I want to help them. So, that really engages them.

The other thing is I tell lots of stories, and they love the stories. So, I tell stories about my kids, about my husband. I guess I’ve already mentioned something about my husband today, and it’s just I bring all of my personal experiences into it, and they think that’s very engaging.

Pete Mockaitis
Yeah, certainly. Okay. Well, so then when it comes to the workplace, well, hey, that’s been a common theme we’ve seen in terms of just caring, just is huge in terms of people pick up on it, they want to reciprocate, you’re motivated, you get more creative ideas, you look out for their good, and so all kinds of great things happen just by caring, and caring can be rare in some environments, so it really is a distinguisher. So, what else do you recommend folks do to bolster their likability at work?

Connson Locke
So, in terms of likability, so expertise is one thing, and we’ve already talked about that. Likability is different in that it’s really about getting to know people as people, not as work colleagues. It’s really having that curiosity in a person. It’s wanting to connect with people just for the sake of connecting. So, for example, I don’t know, if you’ve got someone who works at the front desk, and you’re walking past the front desk to go to the stationery cupboard, pause at the front desk, chat with them, get to know them, at least get to know their name and who they are.

It’s that connecting with colleagues, chatting with people at the coffee machine. I know that doesn’t happen so much now with the pandemic and everything. I had a colleague, just today, who’s helping me with something, and she was so amazingly helpful. I said to her, “I’m going to take you out to dinner in return.” And so, it’s that taking the time to get to know people and appreciate people. That makes you likable.

Pete Mockaitis
All right. Thank you. Well, you also write a bit about energy and body cues. Can you share with us a little bit about what are these, how do we identify them, and use them to our advantage?

Connson Locke
So, when it comes to body cues, I think most of what I think is important to focus on is what you are communicating to other people because that’s what you have control over. And what I think is most important, when you’re trying to be influential, is communicating confidence. And so, confidence, communicating confidence is everything you learn in presentation skills training – stand up straight, take up space, use eye contact, sound confident, all of those things.

When we’re trying to interpret other people’s body cues, we have to be very careful because it’s really easy to misinterpret. So, one thing I usually warn people about is narcissists are great at looking confident, and we confuse confidence with competence, and, obviously, it’s not the same thing. If someone looks confident, we think that they’re pretty competent. The next time you are interviewing someone or listening to someone, and you think, “Wow, they really know what they’re talking about,” just question yourself a little bit, “What am I basing this on? Am I basing this on the fact that they sound really confident? Or, am I actually basing this on something concrete?”

Like, if you’re interviewing someone, how do you protect yourself against a narcissist? There are a couple of things you can do. One is you ask for specific examples of what they’ve accomplished, because once you get the examples, then you can hear how they talk about the examples. Do they talk about it as if they did everything themselves, or do they give other people credit?

And the other this is you ask other people how they were treated by this person, especially the receptionist or the junior people, because narcissists tend to talk down to people who they don’t think are very important. So, I guess the bottom-line is don’t read too much into other people’s body cues, and, in fact, try to get additional data to make sure that what you’re interpreting is accurate.

Pete Mockaitis
Yes, that sounds dead-on. And then I find there’s an interesting blend, I was chatting with my buddy Connor about this, not Connie, not Connson – Connor. And he said, I think I was chatting, it was a speech therapist. I was taking my son to a speech therapist, and she said, “Yeah, his pronunciation on words is pretty good but when it gets stretched out to a whole sentence, it does get a little bit harder to understand.” And I thought, “You know, I’ve always thought the word was pronounced pronunciation, and you’re the speech therapist, so I would imagine pronunciation is your whole game. So, if you say it’s pronoun-ciation, then I’m inclined to think maybe it is.”

And I think it’s so fascinating, and maybe this is agreeableness, the personality trait that I’m capturing here, but it’s like there are some folks who seem, and she was very sweet, but there are some folks who seem very confident and positive that their way, their thoughts are correct. And I, who have, I guess, a decent bit of humility and agreeableness, or whatever the construct is, when I receive that, I go, “Oh, okay. Well, I kind of thought it was this,” or, “Hmm, that doesn’t make much sense to me given A, B, C in my own experience, but you really seem to think…”

And so, it’s tricky and, often, that’s the conversation I have with friends, it’s like, “Wait. Am I crazy? What’s the deal here?” And so, hey, help us if you can. Help us decode that. Like, how much stock should we put in the confidence of another person relative to our own knowledge, data, expertise? And it’s probably not a one-size-fits-all answer. I’m putting you on the spot, but how do you think about that dance?

Connson Locke
The way I think about it would be trying to break down, “Is this person…Do I feel like this person is confident in what they’re saying because of the way they are saying it? Or, are they actually putting some data and some logic and some actual concrete support behind what they’re saying?” Because if they’re giving me some concrete support, okay, maybe I’ll be a bit more confident in what they’re saying. If it’s simply they’re delivering it with confidence, no, don’t be fooled by that.

I’m just going to use my husband as an example again. When my children, my daughters are now teenagers but I remember when they were younger, when they were like eight and ten years old, and my husband is the full-time parent. And one time I heard one of my daughters asking her father about a history question. We live in the UK so, obviously, they’re not going to ask me a history question. I don’t know about the queens and the kings of England and all of that.

So, they asked their father, who’s English, and he gave a very definitive answer, and so they went and did their homework. And then they came back to me the next day, and they said, “I got that question wrong. I asked daddy, and daddy was so confident, and so I thought it was right, but it was wrong.” And I was like, “Yes. Well, you should really double-check for yourself. Daddy says things confidently but that doesn’t necessarily mean it’s right.” And so, my daughters were learning that lesson very early on, but I think it’s something we all have to keep in mind. Just because someone is saying something in a confident tone doesn’t mean it’s right.

Pete Mockaitis
All right. Thank you. Well, Connson, tell me, any other key things you want to make sure to mention about making your voice heard before we shift gears and hear about some of your favorite things?

Connson Locke
I think one of the most important things we need to understand about making your voice heard is that it’s not just about dominating other people. It’s not just about being heard. Like, you have to have something to say. You have to have a reason why you’re doing this. So, what has helped me over the years, as I said I was very introverted before and had a lot of trouble making my voice heard. But what has helped me over the years is that I have a higher purpose in a way. I’m helping people learn, I’m helping people be better at what they do, and that’s what drives me.

So, I think instead of just thinking, “How do I get loud enough so everyone is going to hear me?” you should be asking yourself, “What do I want to say and is it worth saying? Is it actually going to add to what’s happening out there?” The other thing I would say also is influence is a two-way street. So, it’s not just about trying to convince the other person that you’re right. It’s actually about getting to know the other person as well and being open to them, asking questions and finding out what their perspective is, and having a two-way conversation.

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

Connson Locke
Yes, so there’s a book by Kahlil Gibran called The Prophet, and there’s a quote from that that says, “Your pain is the breaking of the shell that holds your understanding.” And it took me a very long time to understand this, but now that I’ve been through failure, I’ve been through a lot of pain over the years – I’m 55 so I’ve lived, you know, I’ve done a lot of things – I now understand that when you go through a painful experience, you’re growing and, as a result, you actually get bigger.

And I kind of think of it as it’s kind of like a snake shedding its skin. So, each time you go through this painful experience, you kind of shed a skin, you’re getting bigger and bigger and bigger, and it’s how you grow. It’s how you develop. And so, when I look back on my life and the painful experiences I’ve had, I now no longer regret any of them. There was a time when I hated it, I was like, “Oh, my God, why did I do that job? Why did I have to go through that? Why did I have that horrible boss?” But now I’m like, “You know what, I learned from that and I’m better for it and I’m bigger for it.”

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

Connson Locke
I would actually say, and this is a little bit controversial, the power poses study.

Pete Mockaitis
Oh, yeah, Amy Cuddy.

Connson Locke
Yeah, Amy Cuddy, power poses. And it’s only controversial because in her original research with her colleagues, what they found was that holding a power pose changes your hormones. It reduces cortisol, the stress hormone, and increases testosterone, makes you more confident. And other researchers that tried to replicate it did not find any effect on hormones. And so, it became this big thing, like, “Oh, we can’t replicate it. It’s a false study. You should stop talking about it.”

However, what they did replicate was that people who held a power pose for two minutes – and a power pose is not something you do in front of other people, you kind of do in the privacy of a bathroom or something – you do feel more confident as a result. And when they actually did things like they had people do a presentation. Half of them did a power pose before the presentation, and the other half didn’t, and the people who were judging the presentations didn’t know who had done a power pose, but they judged the presentations.

And the presentations that they found more engaging turned out to be the people who had done the power pose. So, I actually think it’s one of those things that it’s so easy, a two-minute power pose. I do it before a big presentation when I’m really nervous. It’s just one of those really easy practical things that, yeah, that’s what I love. I love those easy practical things that you can just work into your day and it doesn’t take much time.

Pete Mockaitis
Okay. Thank you. And a favorite book?

Connson Locke
The Artist’s Way by Julia Cameron.

Pete Mockaitis
All right.

Connson Locke
It’s a 12-week course in rediscovering your creativity and it doesn’t take much time. I did it while I was working at the Boston Consulting Group, actually, so I didn’t have much time. But it took maybe half an hour a day, and then maybe a couple hours on the weekend, but, as a result of following that 12-week course chapter by chapter, it just kind of put me back in touch with, I don’t know, the joy of being alive, kind of put me in touch with rediscovering, like noticing colors and nature and all of these things that I had kind of lost touch with.

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

Connson Locke
A favorite tool I actually think is in my job I lecture so I’m using PowerPoint all the time, which I actually love PowerPoint if it’s used properly, if you’re not using it as a Word document, but you’re actually using it for visuals and shapes and all of that. But PowerPoint has this notes function which I really like using.

The other favorite tool, nowadays when I’m teaching online on Zoom, the polling function. I love polling and I found I can really get students, especially my undergrads who normally won’t…I’ve got like 200 to 300 undergrads at a lecture. In a lecture hall, they’re not going to raise their hands but if I give them a poll, it’s anonymous, and they’ll answer, and I get to know them that way as well. So, I love the polling function.

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

Connson Locke
One thing that my students have said, they appreciate that I share, is how much I used to struggle when I was younger with my making my voice heard. And I often tell the story of when I was a teenager, I think I was about 15, when I was on vacation with my parents, and we were in a hotel, and my mother said, “Can you go downstairs and ask the front desk for a newspaper?” And I was so stressed out by that, I was like, “What? No, I can’t. You want me to ask a stranger about…? What? No.”

And my students laughed when I talk about that but I think they appreciate me kind of revealing how far I’ve come and how it is possible if you are painfully shy and introverted to evolve and to actually get your voice heard.

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

Connson Locke
I have a website ConnsonLocke.com, and that’s Connson, C-O, double N, S-O-N. C-O, double N because I was born in Connecticut, L-O-C-K-E.com.

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

Connson Locke
You know what, I think one of the most important things is to take time for yourself, is to really not just take time for yourself, but to take time to get to know yourself and to really understand, “What are your priorities? What are your values? What do you find important in life?” Because if you don’t understand that, you can’t bring your best self to work.

Pete Mockaitis
All right. Connson, this has been a treat. Thank you and I wish you lots of luck in all the ways you make your voice heard.

Connson Locke
Thank you.

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

By | Podcasts | One Comment

 

 

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

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

You’ll Learn:

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

About Brian

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

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

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

Resources mentioned in the show:

Thank you, sponsors! 

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

Brian Ahearn Interview Transcript

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pete Mockaitis
“I’m sorry.”

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Brian Ahearn
And situations, yeah.

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

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

Pete Mockaitis
Got you.

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

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

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

Brian Ahearn
Mother Teresa would be an awesome example.

Pete Mockaitis
Alrighty. And logical?

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

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

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

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

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

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

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

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

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

Brian Ahearn
Yup.

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

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

Pete Mockaitis
Okay.

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

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

Pete Mockaitis
Okay. And expressive?

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

Pete Mockaitis
Okay. And amiable?

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

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

Pete Mockaitis
Okay. And logical?

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

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

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

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

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

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

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

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

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

Pete Mockaitis
Okay.

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

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

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

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

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

Pete Mockaitis
Okay. And then the logical?

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

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

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

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

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

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

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

Pete Mockaitis
And a favorite book?

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

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

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

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

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

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

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

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

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

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

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

Brian Ahearn
Thank you. I appreciate it, Pete.

582: The Five Behaviors That Make You an Indispensable “Go-to” Person with Bruce Tulgan

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Bruce Tulgan discusses how to build real influence and become the go-to person in your workplace.

You’ll Learn:

  1. The mindset that makes you indispensable
  2. Why you shouldn’t stick to your speciality
  3. How to stop juggling and start finishing tasks

About Bruce

Bruce Tulgan is the best-selling author of It’s Okay to Be the Boss and the CEO of RainmakerThinking, the management research, consulting and training firm he founded in 1993. All of his work is based on 27 years of intensive workplace interviews and has been featured in thousands of news stories around the world. Bruce’s newest book, The Art of Being Indispensable at Work, is available July 21 from Harvard Business Review Press. You can follow Bruce on Twitter @BruceTulgan or visit his website at rainmakerthinking.com.

Resources mentioned in the show:

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Bruce Tulgan Interview Transcript

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

Bruce Tulgan
Thank you so much for having me back on.

Pete Mockaitis
Well, I’m really excited to dig into your wisdom. And last time we spoke, which is way back in episode 302, I was impressed with just how real a sense you had for the worker and the crisis of under-management, as you called it at the time. Can you tell us, what’s the lay of the land right now in terms of the worker experience amidst remote work and pandemic, and what’s really going on here?

Bruce Tulgan
I think most people right now are feeling a tremendous sense of uncertainty. A lot of people, of course, are afraid for their health and wellbeing, or the health and wellbeing of their colleagues or their family. I think a lot of people are worried about the security of their jobs. I think in the environment where a lot of people have been furloughed or who have been let go, usually as a result of just economic necessity by employers, are leaving fewer people to do as much work, or more work in many cases, trying to reinvent the work in some cases, or trying to figure out what to do the same and what has to change. I think most people are feeling very vulnerable to a lot of forces outside their control.

And, look, even before the pandemic era, I think, like employers were trying to get more and more and more out of every person. Most people were feeling, I think, like they have to deal with more and more people, up, down, sideways, and diagonal, all over the organization chart. People are fielding requests all day long from their colleagues, not just from their boss and their teammates but from people in other teams and other departments.

So, I think people are grappling with a tremendous sense of uncertainty and over-commitment, and that’s where we find ourselves.

Pete Mockaitis
Okay. And you addressed many these questions even before the pandemic came about in your upcoming book The Art of Being Indispensable at Work. Can you tell us, what’s the key thesis here?

Bruce Tulgan
Yeah, everywhere I go people are saying, “Gosh, I want to be one of those indispensable go-to people but how can I say yes to everyone and everything?” And the result is you get over-committed, and then, all of a sudden, you’re juggling. Pretty soon, if you’re juggling, you start dropping balls. What do you do? You work harder and harder and harder. You try to juggle faster and faster and faster.

So, those, increasingly with the questions that people have been asking me in our seminars, led me to our research. One of the things I’ve been doing for years is studying what I call go-to people. Everywhere I go when I’m doing talent assessments, I ask everybody, “Hey, who are your go-to people?” For years I’ve been trying to figure out, “What is it that these people are doing? Why did they make it to these go-to list over and over and over again, consistently over time? What is it that they have in common? How is it that they don’t get over-committed and don’t suffer from siege mentality, and don’t go from saying, ‘Yes, yes, yes,’ to saying, ‘No, no, no, get away from me, it’s not my job. You’re not my boss.’?” So, it was really an effort to study that data and draw the lessons from it that led to this new book.

Pete Mockaitis
All right. Well, do tell, what does make a person a go-to person? And, first of all, what are the benefits of being a go-to person? I imagine job security, feeling good about yourself. But you may have a more research-based answer to that.

Bruce Tulgan
Yeah. Look, if everybody always wants to go to you, this gives you an incredible source of power that other people want to work with you, other people want you to want to work with them. And so, I wanted to see, “Well, what is it about these folks?”

It didn’t take long to realize that it was a true service mindset. People who they really want to add value in every interaction with others. They really want to add value. They focus on, “Hey, here’s what I can do for you not what I want from you.” And so, it sounds very selfless but, of course, that is exactly what leads to over-commitment syndrome, right?

So, that was the conundrum, right? How do you make yourself a go-to person and serve others consistently without succumbing to over-commitment syndrome? And what I came to realize was what makes it seem like an unsolvable puzzle, is actually the key to the solution, that it was the people who realized that, first and foremost, you have to fight and defeat over-commitment syndrome. You have to resist the over-commitment syndrome because if you say “Yes, yes, yes” to everyone and everything, you end up doing nothing for anyone ultimately because you make lots of unnecessary mistakes. You get into all kinds of trouble.

Pete Mockaitis
Okay. Well, this is resonating in terms of that’s what makes an indispensable person is just that they want to add value, they genuinely care. We’ve heard this sort of theme in a number of ways, from a number of guests. They’re not so much motivated by climbing the ladder, being the top dog, looking awesome. They just really do believe in what they’re doing and want to help people and achieve those objectives. So, cool. So, there we have it. That’s the thing that makes them indispensable and, yet, they also have to then play defense against the tendency to overcommit to do everything for everyone at all times. So, how is that done?

Bruce Tulgan
Well, I started calling this the peculiar mathematics of real influence because it’s become conventional wisdom that if you don’t have authority you have to use influence. And I try to figure out, “Well, what do people really mean by that, use influence?” Often, what they really mean is stand-ins for authority. And what is authority? Authority is control over rewards and punishments. Authority is a position, power, whereby you enforce the rules using rewards and punishments. That’s what authority is.

Influence is power you have without position. But this leads a lot of people down the wrong path because, “Are you supposed to badger?” Sometimes people deputize themselves, right? They go over your head, or they go to their boss, or they try to play the quid pro quo, “You do this for me, I’ll do that for you. You don’t do this for me, then maybe I’ll withhold my support for you in the future.” Sometimes they try to flatter and ingratiate themselves. But none of these things build real influence.

The reason I call it the peculiar mathematics of real influence is it’s an asset that you have but it lives in the minds of other people. My influence with you lives in your brain and your heart, right? And so…

Pete Mockaitis
Now, I feel powerful.

Bruce Tulgan
Right. So, that’s why the mathematics are so peculiar because if you try to badger, or bribe, or threaten, or bully, or ingratiate yourself, or go over somebody’s head, you lose real influence. They stop rooting for you, they root against you.

Pete Mockaitis
That’s right. That kind of sucks.

Bruce Tulgan
Right.

Pete Mockaitis
I’d like to not think, if possible.

Bruce Tulgan
Yeah, so you might get your way in the short term but in the long term, you do not build up your influence in other people’s hearts and minds. So, the way you build up your influence in other people’s hearts and minds is by conducting yourself in a certain way. And I call it playing the long game one moment at a time. It’s doing the right thing in the short term so that, in the long run, more good things happen for everyone. That you try really hard in the short term to conduct yourself in a way that makes things go better for everyone over time.

And so, as a result of that, you build a track record of making good decisions. You build a track record. Nobody wants to hear no to their requests. So, so many people they say, “Yes, yes, yes” to please you in the short term.

But a lot of people, they’re saying, “Yes, yes, yes” because they’re trying to please you right now. I always tell over-promisers, “Mark my words, you will be known for whether you deliver on that promise ultimately, so you might make me happy in the moment, but if you over-promise and don’t deliver, that’s what I’m going to remember.”

Whereas, in fact, you don’t have to say yes to everything. What you have to do is take people’s needs seriously, you have to engage with the ask, engage with the request, give it respect and due diligence. And what you want to be doing is trying to do the right thing for the right reasons every step of the way. And this is what builds up your real influence. When you become known as somebody who’s adding value in every interaction sometimes by saying no. You’re adding value in every interaction.

Pete Mockaitis
Well, you know, this just reminds me of my marriage in terms of often what is needed is empathy and listening as much or more so than swooping into action and fixing things, and it also takes less time but more maybe mental effort in terms of remembering, “Ah, yes, this is what I need.” And so, I liked when you said that in terms of respecting the request, you’re sort of you’re taking it seriously, you’re honoring it. And I can kind of just imagine, I’m thinking about my buddy Pat right now. He seems to exemplify a lot of the things that you said here, in terms of you’re really listening, you’re interested, you’re curious, you’re kind of saying, “Oh, so what’s the implications of this? What’s at stake? What makes this hard? What have you tried so far?” I guess having that kind of conversation and then offering, hopefully, something that’s somewhat helpful along the way even if it’s not you, goes a long way.

Bruce Tulgan
That’s exactly right. So, what sets apart the go-to person who’s indispensable? It’s the person who’s most likely to help you get your needs met on time, on spec, in ways that build up the working relationship rather than damage it over time, right? So, the people who are most consistently likely to help you get your needs met, that’s why you keep going back to that person.

You go to somebody who says, “Yes, yes, yes” and doesn’t deliver, you stop going back to that person. You go to somebody who only has no in their repertoire, you stop going back to that person. You go to somebody though who is all about trying to add value. So, let’s say you come to me and say, “Hey, look, I’ll offer that you do this for me and I’ll do that for you.” If I’m a go-to person who’s really trying to build real influence, I’m going to say, “Look, if it’s the right business decision, if it’s aligned with the chain of command and the mission, if I can understand the ask and I’m the right person to do it for you, if I can do it, if I’m allowed to do it, if I should do it, if I’m good at it, if it’s one of my specialties, or it’s something I can get good at, if it’s something I can get done for you, I’m going to do that because it’s my job, not because you’re going to offer me a quid pro quo.”

Pete Mockaitis
Sure.

Bruce Tulgan
Be the person other people don’t want to disappoint not because of where you are on the org chart but because of how you conduct yourself, how you treat people, and the role you play in the workplace.

So, that’s the peculiar mathematics of real influence. Sometimes you got to take the bullet by saying, “No, I’m not going to do that for you” and making somebody unhappy in the short term, or, “Yes, I can do that but in a month, not right now.” But, over time, you build the reputation. So, that’s why I call it the peculiar mathematics of real influence because the more you really serve others, the more power you have in that they want you to succeed, they want to do things for you, they want to do things with you, they want to make good use of your time.

So, there’s five steps that we identified that sort of come out of that way of thinking. And the first step is, if you don’t have authority, align with authority. So, there’s still somebody in charge, so it’s, “Oh, hey, work it out at your level.” Well, wait a minute, step one, make sure you understand what’s required, what’s allowed, what’s not required, what’s not allowed. So, first, you’ve got to go vertical before you can go sideways or diagonal.

Pete Mockaitis
So, when you say align with authority, in practice that just means something like, “Hey, boss, we’ve got this request coming. It seems helpful.”

Bruce Tulgan
In a way, it does. Because, look, you’ve got three choices if you’re trying to work things out at your own level, right? One, you sort of say, “All right. Hey, let’s proceed until apprehended. Let’s just do this and let’s hope this is the sort of flipside of better to ask for forgiveness than to ask for permission.” But, often, if you proceed until apprehended, you have a lot of work to undo because, it turns out, “No, that’s not what we wanted you to do.”

Another possibility is that you escalate every disagreement, right? And then the other possibility is that somehow you try to use some kind of stand-in for authority, like a quid pro quo or some other form. But what makes the most sense is to go over your own head first. And so, yes, it’s, “Okay, boss.” But here’s the thing, sometimes people will say to me, “Well, does that mean that I have to go to my boss before I work out anything at my own level?” And the answer is only if you’re not already aligned with your boss.

So, you want to be that person who already knows what your boss would say. You’re so aligned that you almost could speak for your boss. And if you have people who report to you, should they have to come to you before they work things out at their own level? Only if they’re not exactly sure what you would say. So, that vertical alignment becomes an anchor. But I put it there first not that every single time you are going to work things at your own level you should go over your own head but, remember, you’re not going to be in a position to work things out at your own level unless, first, you have really good vertical alignment.

Pete Mockaitis
And I think that’s excellent. We’ve heard from Mary Abbajay about managing your manager and how that’s so critical to have those conversations up front in advance, what’s important to you, what are the top goals, what are the least priorities, etc. So, are there any other particular key questions or things to cover with boss that go a really long way in terms of getting that vertical alignment?

Bruce Tulgan
Yeah, here’s what you want to be doing. Number one, you want to be making sure you know mission, priorities right now, ground rules, action steps, so that’s where you want to be getting alignment. And then, today, tomorrow, this week, what are our execution priorities? And, also, you want to be feeding information up and down the chain of command about anything that’s changing in the boardroom, or anything, “Hey, here’s some frontline intelligence,” that can help your boss stay in the loop on the other end of the spectrum.

So, you want to be having regular structured conversations with your boss. If anybody reports to you, you want to be having regular structured conversations with the people who report to you. That’s the vertical anchor, right? Then you’ve got guardrails, and then you got to create structure and alignment sideways and diagonal. And here’s the thing, so much sideways and diagonal communication comes in meetings but a lot of it comes in relatively unstructured informal communication.

Much of what we have to say to each other all day at work is asking. Much of our ongoing dialogues are making requests of each other. And so, sometimes this happens in the middle of a Zoom team meeting with cross-talks, sometimes it’s a text or a call. When we used to work together in offices and other workplaces, it might be stopping by one’s cubicle, or a hallway conversation.

And so, one of the things that we identified that these go-to people do is once they have vertical alignment, and they’ve got their guardrails, they know what’s not up to them, that leaves a lot which is basically everything else. So, then step two is know when to say no and how to say yes. And that’s really not creating a bunch of cumbersome bureaucracy but it means putting some due diligence into how you take an ask or a request and make sure you really understand it. Tune in to other people’s needs, tune in to the ask, and then make sure you really understand it.

If somebody starts to make a request, stop them and visibly take notes. Ask good questions. Make sure you really understand what they’re asking. That’s a great way to respect somebody else’s needs and tune in to their ask. And then, know when to say no, “Can I do this? Am I allowed to do this?” And then, “Should I do this?” which is that’s the tough one, right? “What’s the ROI on this?” And sometimes the answer is, “Not yet,” or sometimes the answer is, “I’m not sure. Go back and fine-tune this ask so I can give it even more due diligence.” Sometimes it’s, “Yes, I could do that in two weeks,” or sometimes it’s, “Oh, you know who could do that for you is this other go-to person I know.”

So, steps one and two are align vertically so that, step two, you can give every ask the due diligence it deserves. A lot of people make the mistake of thinking that to be a go-to person you’ve got to say, “Yes, yes, yes, yes.” No, every good no frees you up for a better yes. Now, yes is where all the action is. Yes is where you have an opportunity to add value. But don’t waste your yeses.

Pete Mockaitis
Yeah, the image that comes to mind for me here is like just a venture capitalist in terms of there are many, many deal opportunities that come across their desk, but the right answer tends to be say no to the vast majority of them to say yes to the ones that are just right. And even then, still, most of the yeses are not fruitful in terms of creating value but, boy, a few of them are plenty fruitful so it works out.

Bruce Tulgan
Yeah. And, look, it is an investment decision. It’s how you’re going to invest your time and energy. You can’t do everything so it’s a matter of if you’re going to beat over-commitment, you have to get the right things done. You can’t do everything for everybody so you have to do the right things.

So, step three in the process is work smart. And what that means…

Pete Mockaitis
Before you we go from there, working smart, I’d love to hear, do you have any pro tips on how you recommend articulating a no when necessary?

Bruce Tulgan
Yeah, look, a lot of people say, “The secret is knowing how to say no.” I have racked my brain and I have looked at data from hundreds of thousands of interviews, I cannot find a proper sugarcoating for no that makes it taste good.

Pete Mockaitis
All right.

Bruce Tulgan
So, I think, yeah, you got to learn how to say no is kind of a red herring. The trick is knowing when to say no. And when to say no is when yes will turn out to be a disappointment, when yes is going to turn out to be the wrong answer. That’s why it’s playing the longer game because your no’s are as valuable as your track record of making the right decision on no. No is a huge favor. No, at the right time, is a huge favor because the ask was half-baked. So, we might say yes and go off in the wrong direction, “No, no, no, let’s fine-tune that ask a little more before we say yes.” Or it might turn out that this was not a priority and it’s going to take up a huge amount of opportunity costs.

No and yes are all about opportunity costs. You want a yes to lead to a productive collaboration where you’re going to make an execution plan and execute on tangible results that end up adding real value. So, every bad yes is a squandered opportunity.

Pete Mockaitis
Well, that’s well-said. And I agree that there is no way that you can say no, that I found, that makes everyone say, “You know, thank you so much, Bruce. That’s amazing.” So, maybe if you can’t make it taste good, how do you make it taste the least bad? So, if you had to tell me no right now, Bruce, “Hey, Bruce, could you give a thousand copies of your book for free to our audience? I think that’d just make a huge difference for them and they’ll really appreciate it.”

Bruce Tulgan
Well, see, I’m going to consider that one, but let me take it as one that I would have to say no at the outset. So, what I would say there is, “Oh, hey, I need to know more about that ask. I need to know who are those audience members. How do you anticipate we get it to them? What’s the upside?” You have to ask a bunch of good questions. So, the first part of helping somebody swallow a no is asking lots of questions to understand their ask, not to humor them but to really investigate the opportunity.

Then the next part is you say, “Oh, hey, I can’t do that for the following reasons, right? Gee, I could feed my family tomorrow or I could give you some books. I’d love to give you some books but I got to feed my family.” That’s, “I can’t. I don’t have the resources so I’m not allowed to.” It could be if you’re one of my government clients, I am not allowed to do that because that’s a violation of law.

But let’s say we get past the, “I can do that for you, I’m allowed to do that for you, I’m just not going to because I’ve balanced I evaluate this is not my top priority.” So, I might say, “Hey, I shouldn’t do this because it’s actually a bad idea.” And then I might try to talk you out of it which could end up being a big favor to you, “I don’t think you should pursue this idea.”

It could be I say, “Hey, I might be able to do this in a few weeks or a few months, so if you’d be willing to stay in dialogue with me, I’d be willing to revisit this down the line. Now I’m not stringing you along. If I know the answers, know I’m going to tell you no.” But maybe the answer is, “Gee, if you’re bound and determined to do this, get books and give them to a thousand of your listeners, I’d hate to miss that opportunity, so let me see if there’s some way I can make this happen.”

Another might be, “I’ve developed another go-to person and I could do a huge favor for that person because that person happens to have an extra thousand books, and I bet that person would be thrilled to have this opportunity to give those books. So, I’m going to put the two of you in touch. I’m going to do you a favor by introducing you to that person, I’m going to do that person a favor by introducing that person to you, and you’re going to proceed.”

Worst-case scenario I say, “Hey, let me explain what I do. I sell books not give away books. So, if down the road you want to buy some books, I’m your man. Or what I normally do is seminars, so if you need someone to do a seminar, hey, I’d still love to work with you.” In other words, what you want to do is be authentic. And so, when you’re saying no, you’re explaining why, you’re trying to help the person come up with a solution to their need maybe. At the very least, you’re saying, “Hey, I want to understand what you do. Let me explain what I do. Maybe somewhere looking around the corner, there’s a way that we could be valuable to each other.”

Pete Mockaitis
And I’d love to hear, what are some of the best clarifying questions to really respect the request and do a great job with this? One of my favorites, as we’re talking through this, is something along the lines of, “What are you hoping to achieve by getting a thousand books out there for free to listeners?” Because that’s sort of like sparks all kinds of potential ideas and opportunities. Do you have any other kind of go-to questions, huh, go-to questions for go-to people, that help you do a great job of clarifying?

Bruce Tulgan
Yeah. So, I think it’s useful to come up with the objective because then you might find out that the person hasn’t crystallized the ask very much at all if you can help them meet their objective with a much better ask, right? But I think basically what you’re trying to do an intake memo which is really building a proposal from the inside out. So, what you want to know is exactly what’s the deliverable. So, in a way, that rhymes with the objective, “What’s the deliverables exactly that you want?”

And then, “What’s going to be required of me? What part of this can you do? How can you help me help you? How can you help me help you help me help you?” You can keep going on that track. But, “What’s the timeframe? Let’s estimate the resources that would be needed, the obstacles. Whose authority do we need? Where are we going to get the resources? What’s the time horizon? What are the steps along the way? What would be the sequence of steps and ownership of each step?” You want to build a short proposal inside out, even if it’s on the back of an envelope or on a napkin.

Pete Mockaitis
You know what’s so funny about this, as I imagine how this plays out, even if you ended in no, they’d be like, “Oh, this is kind of a buzzkill because we’re really excited about the progress we’re making, but at the same times, as a result of having spoken with you, I am enriched and en-valued, if that’s word, and better off because now I have some more insight and clarity on what I’m up to and what I should go do, so even though you told me no, I am better off for having asked you.”

Bruce Tulgan
I think so. And even if you already had it crystallized, doesn’t it tell you how I do business? Doesn’t it tell you that I’m serious about trying to help? I’m serious about understanding what you want, and I’m serious about trying to do what I can in the conversation, and maybe following the conversation to operate in such a way that it adds value for you. And so, a big part of this is slowing down so that you make good use of other people’s time, show other people that you’re serious about adding value.

Pete Mockaitis
That’s good. All right. Well, please, continue. Step three, work smart.

Bruce Tulgan
So, step three is work smart, and sometimes people are like, “Oh, yeah, work smart. Got it. Never heard that one before,” right? But the reality is a lot of people think that to be a go-to person you just gotta keep working and working. What is the go-to person? They’re just the one who can outwork everyone. And, in fact, if that’s your only strategy, you’re going to burn out.

So, then some people will say, “Oh, well, work smart. Well, what does that mean?” Well, on one level it means do the things you’re already really good at, do the things you can do very well, very fast, with a good attitude, you know you can deliver on that. The problem is that most people don’t have the opportunity to only work in their area of passion and strength, right? So, “Oh, not good at that. Sorry. I’d like to but I’m committed to working smart so I won’t be able to help you with that.”

And so, what I tell people is there’s a lot of tasks, responsibilities, and projects you’re going to have to do that might not be something you’re already good at, or that’s in your area of passion and strength. But if that’s true, slow down and get really good at it. Don’t just wing it. Don’t reinvent the wheel. Don’t keep trying to, “Oh, you know, I’m so busy that I don’t have time to stop and get good at it.”

If you’re so busy that you don’t have time to stop and get good at it, you are in a pickle, right? So, you gotta stop and get good at it. Learn best practices, “Oh, this is how I do it.” Is it? Well, is that the best way? Maybe you need to learn, “No, no, I’ll figure it out on my own. I don’t want people to see me learning. They might think I’m not competent.” Well, they’re going to think you’re not competent if you pretend to know how to do it and then make it up as you go along and reinvent the wheel, then you’re going to seem not competent.

One of the ironies is that people who are really good at stuff know that people who learn in plain sight are probably the ones who are going to get good at stuff too. You’re not showing yourself to be less competent by learning in plain sight. Again, you’re showing the kind of person you are. Like, so, look, if you ask to do something, I go, “Oh, that’s my specialty. I can already do that very well, very fast, with a great attitude and deliver for you.” Okay. But if it’s not my specialty, and I say, “Gee, I keep getting asked to do this, let me tell you, that’s not my specialty, but it’s going to be one of my specialties soon. I’m going to learn best practices, I’m going to study, I’m going to master them, I’m going to develop repeatable solutions to the most common problems and issues and needs, I’m going to create job aids to guide me.”

That’s how you professionalize what you do. Find the best practices, create repeatable solutions, get good tools. So, anything you find yourself having to do regularly, professionalize, and then you make it one of your specialties because once something is one of your specialties, then think of any minute or hour you spend on one of your specialties, you’re going to add more value with less likelihood of failure than something that’s not one of your specialties.

Pete Mockaitis
Certainly.

Bruce Tulgan
So, there is a kernel of genius in working in your area of passion and strength, there’s a kernel of genius in, “Hey, that’s not my job,” because, really, what somebody is saying is, “Gee, every minute I spend doing that, I’m not going to be adding optimal value.” But everything you professionalize and make one of your specialties is another thing you can do very well, very fast. So, specialize for sure, but when something comes up that’s not your job, you got to kind of put it through the following routine.

First, is it something that really shouldn’t be your job? Like, “This is a wild goose chase,” or something like that, right? Like, “Well, wait just a minute. I’m not even sure if anyone should be doing this.” Or is it something that’s not your job, like the paperwork part of almost anything. Well, I always say to people, “Actually, that is your job so you should professionalize the paperwork part to it.” Or is it like, “Well, it’s not my job to take out the trash.” Well, that’s what I call “Somebody has got to do it, so don’t be a jerk about it.” And, okay, maybe you don’t have to be the goffer, but maybe you’re like, “Okay, I’m the guy. Sure, I’ll be the one to take out the trash,” and you do it really well.

Pete Mockaitis
You know, I remember when I was the junior person on the team in consulting, we needed lunch, someone had to get lunch, and the delivery apps were not proliferating at the time the way they are now, and so I did it but I did professionalize it and it was appreciated because I kept disappointing people, they’re like, “Oh, I didn’t want beans in my burrito.” It’s like, “By golly, I’m just worked a full-blown burrito spreadsheet, and you’re just going to circle what kind of rice, what kind of beans, what kind of meat, and then we’re going to pass that little printout around, and then I’m going to Chipotle, and then no one’s disappointed anymore.” And they loved it, like, “Ha, ha, ha. Great.”

Bruce Tulgan
Exactly. And it’s like, “Oh, I’m the lunch guy.” Well, wait, no. What you’re showing people is, “I’m willing to be the guy to get lunch and there’s nothing I do regularly that I just wing it and make it up as I go along. That’s just how I do business, is I professionalize the things I do.” And the funny thing is, also hidden is these other things that are sort of close to your job that, “Hey, maybe that could be another specialty.” Or, okay, it’s far away from your job, but, “Hey, maybe that could be one of my specialties.”

The funny thing is there’s a tension between spending most of your time on your specialties and then paying attention to the things that are not your job because those are your opportunities to actually expand your repertoire.

Pete Mockaitis
Yeah, well-said. And I tell you what, I really appreciate when I talk to someone and they say, “You know, I don’t know how to do that yet but I am excited to learn or to come up again and again. I just need to nail this down.” And so, I appreciate that. And I guess sometimes the answer is, “You know what, actually, we need it perfect and we need it fast, so maybe you’re not the right choice right now but you could be some weeks, some months down the road.” And other times it’s like, “You know what, that’s the best yes I’ve gotten out of everybody I’ve asked. I’ll take it.”

Bruce Tulgan
I’ll take it. Right, exactly. And, by the way, so you’re putting people on notice that, “Let me be clear, I am a professional but this is not one of my specialties, but I’ll take a crack at it. But be on notice that this is my first go around, or whatever it is,” and it’s one of the reasons why job aids, repeatable solutions, and best practices captured in checklist and stuff like that, checklist is a good example, because, “If I haven’t done it in a while, maybe I’m rusty. The job aid is going to help. If I do it all the time, the job aid might keep me from going on autopilot. If I can’t do it, and I need someone else to do it, and they’re like, ‘That’s not my specialty,’ I say, ‘Oh, here’s a job aid,’ that’s going to help you learn a lot faster.”

It also will help me educate my customer and state, “Let me just show you so you can understand.” Job aids come in really handy when it comes to trying to get someone new up to speed faster on something that isn’t their specialty.

Pete Mockaitis
Now, you’ve reference job aids numerous times, and I contextually can glean that this is a document that contains useful information about how to do a job. Can you expand on what are the components or key elements of a great job aid document?

Bruce Tulgan
Yeah, a job aid is anything that helps you follow best practices, apply repeatable solutions, or draw from repeatable solutions, to extrapolate for a problem of first impression, or a past work product that gives you a jumpstart on making a new work product.

Pete Mockaitis
So, this could be a checklist, it could be a process map, it could be an instructional video, it could be some example deliverables, just sort of anything that, hey, it’s going to do the job.

Bruce Tulgan
Yeah, a checklist is a classic example, a plan is a classic example. Sometimes surgeons use a job aid which is that somebody uses a magic marker to put an X on the right spot so that they don’t cut on the wrong side. That acts as a job aid and it comes in handy.

Pete Mockaitis
Okay. Cool. All right. So, that’s working smart. What’s the fourth?

Bruce Tulgan
Step four is finish what you start. And people will say, “Oh, I’m always so busy I’m always juggling. I’m double and triple-booked for meetings,” as if that’s a badge of honor. And I tell people, “If you’re double or triple-booked, that means you can’t decide what meeting to go to. And if you think you’re multitasking, there’s no such thing. And juggling is what you’re actually doing because multitasking is a fiction. What you’re actually doing is task-shifting.” And some people do it really fast, that’s why I call it juggling. But if you’re always juggling, you’re bound to drop the ball.

So, one of the things we wanted to look at is the people who were able to have a really busy schedule and an ever-growing to-do list but they still get stuff done. And what we identified was that the people who get the most done are the people who break work into smaller chunks and break their execution time into bigger chunks. So, it’s bigger chunks of time, smaller chunks of work.

And so, the drill is simple. Look at your schedule every day but find the gaps in your schedule, your “Do not disturb” zones for focused execution. And then look at your work and your to-do list, and plug in doable items, doable tasks, doable chunks of work in those scheduled gaps. So, what you’re looking at, so you know there’s 168 hours in a week and nobody is making any more of them. But, in fact, if you create scheduled gaps in which you execute on concrete results, and start with the highest-leveraged concrete results, then you are actually manufacturing time for yourself because what you’re doing is you’re obviating unnecessary problems, you’re obviating problems hiding and getting out of control, you’re obviating squandered resources, you’re obviating work either getting done wrong or not getting done, you’re obviating holding other people up.

So, high-leveraged time is setting someone else up for success. High-leveraged time is avoiding an unnecessary problem. High-leveraged time is planning for optimal use of resources. High-leveraged time is if there’s a set of steps that need to be done in sequence, and one of them takes time up front, so I call it preheating the oven, is a great example, or putting the bread in the oven before you make the salad. It’s sequencing. Those are all high-leveraged execution times, and that’s how you start to create more and more scheduled gaps for yourself in which you can get more and more concrete results done.

Pete Mockaitis
Yeah, I like the notion of the oven, or it’s sort of like getting something in motion so that it’s moving while I’m doing other things.

Bruce Tulgan
Exactly. So, it’s giving somebody instructions, it’s cleaning the machine, sharpening the saw, what Covey would say, sharpening the saw. It’s high-leveraged time. But you got to execute, execute, execute. So, people who don’t make time for focused execution, they’re the ones who are always busy but never finishing things.

Pete Mockaitis
All right. And the fifth step?

Bruce Tulgan
Is keep getting better and better at working together. And there’s so much finger pointing, and so much politicking in the workplace, and that’s because everyone knows relationships are where it’s at. The problem is, yes, the relationships are key, but if the work goes wrong, the relationships go sour. And if the work keeps getting better and better, the relationships get better and better. So, I always tell people, you know, take time to review and look around the corner together.

Every time you get a task, responsibility, or project done with somebody, stop. Don’t go into a conference room and blame. Don’t whisper behind people’s back and finger-point. What you do is go to your collaboration partner, and say, “Hey, here’s what went well. Thank you. Thank you. Thank you. And let’s look at how we can work better together going forward, and let’s look around the corner and plan the next collaboration.” So, it’s basically taking a continuous improvement approach to relationship management.

So, when people say, “It’s all about the relationships and networking,” that doesn’t mean making best friends and politicking or undermining the people you don’t like. It means taking continuous improvement to working relationships and things will go better and better and better. And if you do that, if you align up and down the chain of command, and then put structure and substance into your sideways conversations, if you make good decisions about yes and no by really tuning in to the ask, if you professionalize what you do, work smart, finish what you start, and you keep fine-tuning how you work with people, then people notice how you conduct yourself.

The ones that people keep going back to over and over and over again, the ones everyone wants to work with, the one everyone will want you to want to work with them, that’s what they do, that’s what go-to people have in common. And when you do that, sometimes people will say to me, “Well, the problem is I’m the only go-to person here.” Well, are you sure? They say, “Well, if I work in a greater organization, well, that would make it easier to be a go-to person.” Well, sure, if you work for a greater organization it makes it easier. But it turns out, if you conduct yourself this way, you become a magnet for other go-to people. It becomes much easier to find go-to people. And if you can’t find them, build them up. They will remember.

Pete Mockaitis
That’s great. Well, now, could you share with us a favorite quote, something you find inspiring?

Bruce Tulgan
Stephen Covey says, “Remember, you can’t take a screwdriver to somebody else’s head and tighten the screw or loosen the bolt, but you can control how you respond to other people.” And Covey called that being response-able. So, that’s one of my favorites.

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

Bruce Tulgan
Well, how about Pavlov? Thanks, Pavlov, I’ll do that again. I always tell people, if you reward people in close proximity to the performance in question, then they’ll say, “Thanks, Pavlov. I’ll do that again.”

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

Bruce Tulgan
Well, right now, I guess my only tool is this studio we’ve just created. It is now my portal to the world because if you’re in the business of selling hot air to auditoriums full of people, this is not the best time. And so, we’ve created a production studio so that we can deliver our research services and our training and consulting services right from this portal to the world.

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

Bruce Tulgan
The best place to go is RainMakerThinking.com or I’m told you can link in with me at LinkedIn or @BruceTulgan on Twitter.

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

Bruce Tulgan
Every single interaction you have with people, stop focusing on what you need or you want from them, and focus on what you can do to add value. Focus on what you can do for other people, and you will build up the most valuable asset you possibly can have, which is real influence. You will build that up. And just remember that the bank is the minds and hearts of other people. So, stop focusing on what you need from other people and start focusing on what you can do for them, and you will become very rich in real influence.

Pete Mockaitis
All right. Bruce, this has been a treat. I wish you much luck in all of your adventures and all the ways you’re indispensable.

Bruce Tulgan
Thank you. Well, you’re great at this. You make it so easy and you make it so much fun. And thanks for bringing out the best in me here.

579: How to Grow Your Influence and Lead Without Authority with Keith Ferrazzi

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Keith Ferrazzi says: "You do not have to control more. You have to influence more. You have to co-create more."

Keith Ferrazzi discusses how to turn colleagues into teammates by changing how we lead and collaborate.

You’ll Learn:

  1. How leaders (unknowingly) alienate their teams
  2. How silos came to be—and how we can break them down 
  3. An exercise for creating authentic connections with your team 

About Keith

Keith Ferrazzi is the founder and CEO of Ferrazzi Greenlight, a management consulting and team coaching company that works with many of the world’s biggest corporations. A graduate of Harvard Business School, Ferrazzi rose to become the youngest CMO of a Fortune 500 company during his career at Deloitte, and later became CMO of Starwood Hotels. He is a frequent contributor to Harvard Business ReviewForbes, and Fortune and the #1 New York Times bestselling author of Who’s Got Your Back and Never Eat Alone. His mission is to transform teams to help them transform the world. 

Resources mentioned in the show:

Thank You, Sponsors!

  • Miro. Boost your collaborations with the ultimate online whiteboard at miro.com/awesome

Keith Ferrazzi Interview Transcript

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

Keith Ferrazzi
Well, I am looking forward to helping people be awesome and learning something too.

Pete Mockaitis
Oh, me, too. Well, so you are renowned as a connector. And I’d love to hear, do you have a particularly favorite story associated with how a connection came to be?

Keith Ferrazzi
Wow, oddly-enough, in 53 years, I’ve never been asked that question.

Pete Mockaitis
I love you, man.

Keith Ferrazzi
So, look, and I don’t know this is a great story or not, but it’s so important that you get intentionality in your life around what you’re trying to achieve, and then start asking yourself who would you want to get to know in order to try to achieve that and co-create things with them. A number of years ago, I was just out with Never Eat Alone, Oprah was, of course, the best thing since sliced bread in terms of advancing book sales, and I had been wracking my brain about how I could get to Oprah. I was not a well-known dude at that time. I was well-known in the business world but not in the general world.

And I was just passing by at a marketing desk, and I had said something to her about how important it would be to really just think about getting on Oprah. And an intern, who was only with us for about a month, often in the corner, piped up and said, “Oh, well, I don’t know if it helps, but my aunt is Gayle King.” And I go, “That might be helpful.” It’s amazing. It’s like the point is if you don’t get clear and you don’t put it out there with abundance, then you’re going to be missing opportunities because you never can know who knows who.

I’ve also been in situations where I had mentioned on a podcast, “I wanted to get to know so and so.” And a high school kid reached out to me and did the work. He did the work in his network. He found his friends who had parents, and blah, blah, blah, and ultimately I’d gotten introduced to the CEO of Johnson & Johnson which was the thing that I put out there. So, again, you put it out there, it has a chance to manifest.

Pete Mockaitis
That is really cool. That’s really cool. And for those who have not watched Oprah, Gayle King is her best friend that she references frequently, “My best friend Gayle,” and that’s wild. So, thank you. So, now, your latest here is called Leading Without Authority. Can you kick us off by sharing the case for why that’s important for professionals these days?

Keith Ferrazzi
Well, look, the world has really changed a lot in business, and it’s interesting, in the last two to three months, there’s been more solidification of the way we work, and the future of work has happened in the last two to three months than it happened in the last 20 years, no question in my mind. And the ability today for anybody in an organization to be a transformation agent, an agent of transformation, is more available today than ever before.

Now, I’ve always believed that anybody with a vision and audacity and a willingness to serve the people around them could achieve extraordinary things. I tell the story in Never Eat Alone about me in my 20s becoming the chief marketing officer of all of Deloitte, right? And that was ridiculous, and it had to do with, I didn’t know it back then, it had to do with my capacity to lead without authority, to lead through a strong vision and a willingness to share the stage with other people who I co-created with until they named me the chief marketing officer because I had the vision that we wanted and needed to do that.

Today, it’s not only possible, it’s mandatory. Most organizations are in real dire need of innovation, transformation, constant adaptability, and anybody who’s listening to this, you can be the tipping point for transformation. Gandhi, one dude was the tipping point of transformation. Martin Luther King, one dude, the tipping point of transformation. It is absolutely possible to be the tipping point of transformation but you’ve got to lead a movement. And this book Leading Without Authority teaches you exactly how to do that.

Pete Mockaitis
Well, that’s exciting. Well, so you mentioned a few examples, yourself and some leaders of renowned history.

Keith Ferrazzi
Well, I’m not putting myself at par with Harriet Tubman. Not at all. I’m just saying no matter what kind of a movement you want to lead, whether it’s a meager movement inside of your organization to transform the way you do business, or it’s a social movement, it’s all borne on the same principles.

Pete Mockaitis
And could you share a story of someone who perhaps was frustrated, they were banging their head against the wall, not getting much results in terms of trying to lead because they didn’t have authority and things weren’t going anywhere, and how they turned it around?

Keith Ferrazzi
In chapter one of the book, we meet Sandy. And Sandy is a lovely woman, a well-intentioned HR leader, she’s not the top leader. In fact, she’s kind of pissed off at the top leader because the top leader has said to her, “Sandy, I want you to design a compensation system for the company as a whole. And, by the way, the sales folks over here, they are running their own play and trying to create a compensation system unique to sales. Would you head that off for me please,” and then he disappears like the coward that he was, because he, in reality, knew that he couldn’t stop it.

The head of sales in that company was more powerful than the head of HR, and the head of sales had created, like a lot of sales organizations do, a shadow HR function, and a lot of them do pretty much what they wanted to do. So, Sandy walks into the head of sales operations, a woman named Jane, and says, “Jane, I just want to let you know I’m creating this compensation system. Let’s sit down so we can reconcile what you’re doing with what I’m doing, and I can basically tell you how you should be doing it differently.”

And Jane is like, “Oh, thank you very much,” and never invited her to any of Jane’s meetings. And Sandy was like, “Well, wait a second. I’ve been ordained as the head of compensation. Why aren’t they letting me in these meetings?” Because they didn’t have to, because Sandy didn’t approach it in the right way.

When I ultimately got a chance to talk to Sandy, I met her at a conference that she had hounded me, and said, “I really want to meet you. I really want to have coffee with you.” And I said, “Sure, sure, sure. Let’s do it.” So, we had coffee, and she’s like, “Oh, I’m so exhausted. I think I came to the wrong company. I was very successful in where I was before.” And I said, “What’s going on?” She goes, “Well…” she told me the whole story about Jane and all of her frustrations. And I said, “Well, how’s your team?” And she says, “Well, they’re exhausted too. I’m afraid I’m not going to be able to keep them.” “How’s your team?” And she looked at me, she goes, “Well, I thought I just answered that question.”

And I ultimately got to the point, I said, “Sandy, Jane is trying to build a compensation system. She’s responsible for all of sales. Whether you like it or not, she’s on your damn team and you’re being a really crappy leader.” And it was not in Sandy’s framework that this person who she vilified and was obstinate and not compliant was actually a team member that she had to serve and had to work with and she had to co-create with. Once she got herself pivoted around the fact that she was being indulgent and lazy, and she needed to actually work with this person differently, she approached this person, and this person not only came around but they ended up being great partners.

And what we found out, subsequently, was Jane was also embarrassed because the sales organization was not really playing ball with Jane, wasn’t showing up to meetings either, and Jane was embarrassed. She needed a friend, she needed a partner, but the way that Sandy bound in there with policy and compliance at the forefront just alienated her. So, it’s a very important story, and I think it’s one we’ve all faced at some level or another. And her taking a very different mindset toward somebody that she had previously thought of as an adversary, ultimately yielded extraordinary outcomes for both of them and the company.

Pete Mockaitis
Well, that is a great shift in mindset that can make a world of difference. And I guess you don’t need to go into all the particulars of this individual example, but I’m really curious. Like, salespeople, you know, they want their fat commissions and their bonuses, and I don’t even know how that squares with a kind of global compensation system for a company. How did they crack it?

Keith Ferrazzi
How did they reconcile it? Well, it was interesting. First of all, one of the things that the relationship made Sandy recognize is, you’re exactly right, it couldn’t be a global compensation system. There had to be a local compensation system, there had to be both global and local at the same time. And what they ended up doing is created a beautiful model that had some basic principles that ended up being utilized by sales and, at the same time, cascaded out throughout the whole company.

So, this ended up being a model for all divisions to be able to use so that people could localize their needs. And, look, all the head of HR wanted was to save money on a centralized HR compensation program system, and he did that. He saved money and everybody sort of got their tweaks that they needed to make the program work.

Pete Mockaitis
Beautiful. Well, so let’s talk a little bit about silos. I understand that that is sort of a big obstacle at times to pulling this off effectively, or at least we perceive it as such. I’m thinking about Dan Heath’s book Upstream you quoted repeatedly, “Every system is perfectly engineered to get the result that it gets.” So, can you orient us as to what is the value of silos and how do they come to be and what do they serve?

Keith Ferrazzi
By the way, these are such smart questions. So, silos came to be in the industrial era where everybody gets something, you pass on to the next person who did something, and you pass it on to the next person, sort of the conveyor belt of business, and that worked until the ‘80s. And then in the ‘80s, IT systems came along. I don’t know if you actually wanted this history.

Pete Mockaitis
Oh, sure.

Keith Ferrazzi
The IT systems came along like SAP, and they started to create what’s called the matrix where in the olden days Italy had everything they needed. They had their HR systems, they had their banking, they had their marketing, they had their budgets, everything happened in Italy, and they sold the products in Italy. And then, periodically, all the money would get scraped back from Italy and given to central headquarters which would create the very small central functions.

Well, when you had technology that could scrape the money every day, you had a more powerful CFO and a CFO function, you gained a more powerful chief marketing officer function. Policies, global policies sprung up, and you had HR systems, and supply chain systems, and people in Italy couldn’t even order their damn pencils anymore. Everything was a matrix. There was the vertical P&L and then there was the functional matrix.

The reality was everyone talked about the matrix, but matrix back then was nothing more than silos right on their side so people still clung to who’s got control. At every interface, the question was, “Who’s accountable and who’s got control?” and they fought for it, they scraped for it. This is where I screwed up when I went to Starwood Hotels so I served my way using Leading Without Authority. I served my way into a beautiful chief marketing officer job at Deloitte.

Then I go over to Starwood, and I’m given this amazing global job, and I walk in thinking that I’m the next best thing since sliced bread, and I think that I’m going to design this amazing global brand, and I didn’t give respect to the head of Europe who was running a very solid European marketing plan, but I scraped their dollars back and thought that it would be better to re-allocate. Now, look, I wanted to create a global consistent brand and all these things, but I could’ve co-created with him. Instead, I clung and I leveraged the power and the authority I had in my matrix.

Well, the long and short of it was we were both right and we should’ve been working together. And the head of Europe ended up becoming the CEO and just totally took my budget away as global head of marketing, and I decided this isn’t the place that I wanted to work anymore. So, the important lesson in all of this was that we’ve been fighting for too long, and the reality is you wake up today, and work is done in a very different way. It’s not even done in a matrix. It’s done in a network.

So, everything that your listeners are trying to do in their lives professionally, they have a goal, it’s a fuzzy vision, maybe it’s a distinct goal, and then they have a set of people, a network of people that they have to work with to get it done. That’s a team. That is a team. And that’s chapter one, “Who is your team?” And that was what I was trying to tell Sandy, “Who’s your team?” We need to redefine certain things. There are mindsets that have been guided since the industrial era that even though matrix happened, we’ve been clinging to old mindsets that, “For me, to be transformational, I’ve got to control more.”

You do not have to control more. You have to influence more. You have to co-create more. And I believe very much in diversity inclusion because I believe the diverse opinions inclusively offered will yield higher-performing outcomes. It yields innovation. And so, if you’re leading a network of people, and you’re boldly getting their input, and you’re boldly making big decisions with diverse and challenging insights, you’re going to be transformational, which is a different way of leading. Your team doesn’t exist in the way you thought of it anymore.

Pete Mockaitis
Well, so it sounds like it all starts with changing a couple of your perspectives in terms of who’s on the team and how you engage and lead. Tell us…

Keith Ferrazzi
Can I challenge that for a second?

Pete Mockaitis
All right.

Keith Ferrazzi
So at Ferrazzi Greenlight, we study a bunch of stuff. We study how people and leaders should act. And what I’m saying is leaders and people should act to manage in a network not lead without authority. But how to get them to do it is another thing we study. How do you actually change behavior? And you don’t change behavior by changing mindsets. I know that that sounds odd.

There’s a wonderful phrase I learned from AA, Alcoholics Anonymous. “You don’t think your way into a new way of acting. You act your way into a new way of thinking.”

So, if I want somebody to change their mindset, I change their practices. And, one day at a time, we’ll wake up, and like, “That works. That works,” and the mindset changes. So, you start with the practices.

Pete Mockaitis
Okay. Well, then let’s chat about some of those practices in terms of where would you recommend we start first, then second, then third?

Keith Ferrazzi
Yeah. Chapter one is “Who is your team?” so there’s a very distinct practice where you need to do what’s called a relationship action plan. A relationship action plan literally walks through, “What are we trying to achieve? Who do we need to achieve it with?” And then I even give details about how do you manage that on an ongoing basis with relationship quality scores, etc. So, really, number one is the practice of putting relationship action plans together.

The second practice is earning permission to lead. And I define the metric that I call porosity. Now porosity, it’s a word that exists. It doesn’t exist in the way I use it. Porousness means how porous, how absorptive. A sponge is very porous, right? A glass is less porous.

Leaders have to make people porous. Leaders, in the old day, if you led with authority, you don’t have to worry about porosity. You just said you’re a boss, you told somebody something. They absorb it. That was their job, “My job is to tell you. Your job was to absorb it,” right? So, in the new world where you may or may not be telling somebody something that they have the interest or the desire to absorb, you got to work at getting it absorbed, and that’s leadership. And there’s a whole strategy I called serve, share, and care.

How do you let people know that your job is to serve them? How do you let people know that you are authentically a good human trying to be of service? The vulnerability, the openness, a lot of Brene Brown’s work, a lot of Amy Edmondson’s work, our own research institute has gone into this stuff very deep. And then how do you really land that somebody believes you care about their success?

And there are practices and conversational tips and tactics and tools on moving that forward. There’s also lots of tactics around, “How do you co-create? How do you collaborate?” I think old-school collaboration is broken. Old-school collaboration is like there’s really more buy-in which meant, “I came up with an idea and I’m going to sell you one.” That’s buy-in. Co-creation is, “I have a vision. Let’s, you and I, wrestle this until we make it extraordinary.” Right? That’s the world of innovation that we live in today, and that’s what we need.

So, anyway, there’s tons of chapters and each one has very distinct practices about how do you lead in a network, how do you lead when you don’t have that authority. And, by the way, that doesn’t mean you’re not a leader. You could be the president of a company and still need to lead without authority because there’s always a set of individuals that will resist your idea if you try to foist it upon them with the traditional control and authority mindset.

Pete Mockaitis
Sure thing. Well, let’s dig into some of these little tools, tips, tactics associated with how you really get across that you care about someone and you are trying to serve them and their interests.

Keith Ferrazzi
Yeah. Empathy is critical. Creating empathy between two people is really critical. And think of empathy as a bridge from where you are now to a productive relationship. But what is the key that opens up empathy in its most accelerated path? Like, what’s the thing that would create empathy between the two of us in the most accelerated fashion? You want to take a stab at it?

Pete Mockaitis
Well, I’m listening well.

Keith Ferrazzi
Yeah. By the way, great one. The fastest path to activating empathy is vulnerability because vulnerability creates us. Where you sit and where I sit, how do we create us? I’ll give you a little practice. I’d be curious if you want to do this with me. There is a practice that I use at the beginning of meetings called sweet and sour. Sweet and sour. What’s going on right now in your life that’s sweet? And what’s going on right now in your life that’s sour?

Pete Mockaitis
I like that a lot more than happy and crappy for the record. It sounds a lot more professional and enjoyable.

Keith Ferrazzi
Did you come up with that or did you read that, happy and crappy?

Pete Mockaitis
My buddy Connor shared that with me. I think it’s from camp or something.

Keith Ferrazzi
That’s funny. What’s happy and what’s crappy? I don’t know. I kind of…I might even adopt that one, what’s happy and crappy. By the way, I love that actually. I love happy and crappy. Okay, I totally take it back. I don’t like sweet and sour. It’s happy and crappy.

Pete Mockaitis
All right. We’re going to switch then. We’ll trade.

Keith Ferrazzi
Yeah, so happy and crappy. I win. So, what I’m happy about is I’m happy about the book. I’m also happy that we had the book release is over and the exhaustion of 4:00 o’clock a.m. podcast, not that this is exhausting and a 4:00 o’clock a.m. podcast but I was doing those, right? So, that I’m all happy about. Sour is my son. I have two boys, got one at 12, one at 16. They’re very long protracted pregnancies. No, I’m just kidding.

They were foster children. And the 16-year old, you know, he’s turned a corner in many ways but he’s making very bad choices, economic choices. And at a time when he doesn’t have a job, he’s not making good choices. And that would typically lead me to want to hold him accountable and restrict funding from him because of his very bad choices. And, unfortunately, we’re at a time when we’re in a crisis, and he has no sources of income so I’m struggling to set boundaries and still be supportive, and it’s very difficult for me, and I don’t think I’m being a very good father. So, that’s my sour.

What’s yours?

Pete Mockaitis
Well, okay, I’ll tell you. Well, I guess the sweet and sour, alright? So, I think sweet, actually, hey, amidst the coronavirus pandemic, there has been a surge of enthusiasm for online learning so I’m seeing some actually pretty excellent growth in revenue and such, so that’s pretty sweet. What’s sour is, well, I’ll say what first came to mind and then we’ll discuss this afterwards. Well, at this moment, there is in the U.S. a whole lot of unrest, protests, riots associated with the murder of George Floyd, and conversations about racism and police brutality. And it just makes me sad when I read and I observe and I see the state of where we are and how difficult it can be to heal and transform. It just makes me sad. And I’m feeling hopeless in terms of I don’t quite know for me what I can do.

Now, I think I might know what you’re about to say, Keith, but you tell me. We were talking about vulnerability, what I just shared is sour but it’s not particularly vulnerable to me. That’s just something that I think all of us are kind of dealing with right now. Is that fair to say?

Keith Ferrazzi
It’s cool. First of all, when you asked for this, different people have different natural proclivity of their own openness. So, this is like when we ask somebody, “What are you really struggling with at work?” and your boss asks you that. “Well, I just work too hard.” So, your answer was authentic. It’s something you’re struggling with. How you’re internalizing it could be more vulnerable. You could be talking about a level of depression that you’re having, difficult concentrating, etc. That could be more vulnerable.

But, yeah, I mean, the window of vulnerability is open to how you want to be. The reason I went to personal, and went more deeply personal, is because I wanted to set a tone, and I could’ve gone more, right? If I’m doing this with a group of my friends that know me for years, I would go more vulnerable on things. And sometimes in certain environments you don’t but it’s a start, right? That was a start, and it does breed empathy. It does breed empathy. And then you move from there.

But we help teams create this kind of relational connection as one of the elements. There are eight elements. We coach team through eight elements of transformation. And we believe right now there is a very important opportunity for any member of a team or any leader of a team to re-contract with a team, to reboot how a team’s social contracts exist.

So, for instance, is there a social contract where we care about each other? Is there a social contract where I feel responsible for your success as I do my own? And that’s a contract. Now what’s the practice that follows that contract up? Is there a contract that we’re going to tell the truth in meetings? Or is there a contract we aren’t going to talk on each other’s backs? Many teams have contracts that talk behind each other’s backs. It’s not written on some value statement on the wall but it’s what happens.

I wrote all these up and we’ve done $2 million worth of research on how to apply these methodologies in a remote world. In a remote world, we find that you get a real degradation of trust, and you get a degradation of vulnerability, and you become much more transactional, so a lot of this has to be more intentional.

I put a website when all this happened. I put the $2 million worth of research studies up there. It’s called VirtualTeamsWin.com. And it has been very effective for people, and a part of it is a free contract that you can use to re-contract with your team and do a set of social norms. Now, I do that for a living with teams. I go in and I re-contract teams’ social norms, and I coach them to adopt these behaviors. But I wanted to write a book to help anybody be able to do that. And that was the intention of Leading Without Authority. How do you go into a group of people and help them rewrite their social contracts so you can achieve extraordinary things together?

Pete Mockaitis
Right. And I’m starting to see the pieces are coming together a little bit here. I see that vulnerability led to empathy powerfully as you demonstrated. I guess I know what you’re dealing with, and I feel a closer connection to you as a result but I don’t yet know that you give a hoot about me and what I’m trying to achieve from that alone. What comes next?

Keith Ferrazzi
So, people are always talking about, “How do we get higher degrees of engagement in the workforce?” Well, have them co-create with you. Most old leaders would just dictate. I love reaching out to people and saying, like I said earlier, “Hey, I got an idea but let’s wrestle this together because I think together we can come up with a solution that’ll really kick butt, right?”

So, you got to get into a co-creation. Through the co-creation together, then you’ll have even more time. You’ll have more time to become deeper connected, right? Continue to lead with that authenticity, lead with that sincerity, that generosity, be of service, but along the way you have an opportunity to celebrate somebody in front of another person, “Hey, I’ve been working with so and so. Gosh, she’s just amazing. She’s so smart.” That is another way to show generosity.

So, I think of it as a DNA strand where being of service and being authentic keep intertwining with each other, because the more vulnerable and authentic you are, the more people will open to you authentically and vulnerably back, the more you can learn about them, the more you can be of service, the more you be of service, the more time they give you. And, together, the relationship creates loyalty. And I think this is true of all relationships, not even just work relationships.

Pete Mockaitis
Well I’m curious, if you’re going about doing this sort of thing and you hit some roadblocks and people just don’t seem to be jiving with what you’re trying to do, what are means of diagnosing and correcting what’s going on?

Keith Ferrazzi
Well, lots of advice in the book on this. One of the whole chapters is called, “It’s all on you,” where I come up with six deadly excuses that we use to not work with people collaboratively. And a lot of it is because you bump up against the wall and someone’s difficult or obstinate or distracted. And you’re just like, “Oh they should cooperate with me. They should collaborate with me.” It’s like all on your terms. And so I twist it and I say it’s all on you.

Sometimes, you have to go 99.9% of the way to engage somebody before they start to move halfway toward you. Like with my son, when he first came into my house, I couldn’t say, “When you start acting like my son, I’ll be your father.” He’d be like, “Well screw you. I don’t want you to be my father. anyway” And so I had to work 99.9% harder and on the way, I had to stay there and be vulnerable and try to be the best dad I could be while he was saying, “You will never be my father.” And sometimes we have to do that at the workplace if we want to be high integrity leaders.

Keith Ferrazzi
What I think is most important is that we decide sometimes also when we need to walk away if you can walk away. A lot of energy gets eroded when you are working your butt off to try to convert somebody that is a resistor when you should be working to create outcomes with people who are desirous of getting outcomes with you. Because often the momentum of working with people who are desirous of getting outcomes with you will actually be the thing that you need to convert the naysayer, so don’t spend too much time trying to intellectually convert the naysayer. You should be focusing as well on actually getting results. So, a lot of the methodology of Leading Without Authority is take some small wins and get them over the line as well.

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

Keith Ferrazzi
No. Look, I mean, this was an eight-year passion project. And now I’m creating books, and, just like yourself, I’m creating leadership courses, and I really do want people to be able to be extraordinary in this new world.

I also just started a foundation called Go Forward to Work. And the principle of it is we’ve done a lot of transformation in the last couple of months, I want people to go forward to work, not back to work. I want us to define what the future of work is because I think it’s alive and living right now in this time of crisis, and I want to document it. And I’m working with about 80 CHROs of some of the biggest companies in the world to define what the practices of the future of work are today.

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

Keith Ferrazzi
Oh, yeah. I think it was “A foolish consistency is the hobgoblin of little minds.” I think it was Emerson. But the principle is sticking to your guns too long is foolish particularly if you get more data and you get a better argument.

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

Keith Ferrazzi
Well, I just started using technology in very different ways. I’m using Slack, I’m using Asana. I think it’s so important. Of course, Zoom has been extraordinary. I think it’s so important for us to begin to be much more rigorous in our use of tools to support our business, and that’s not traditionally been done. Even in big organizations, I don’t see some of these tools being used for communications, for program management, for knowledge management, for process redefinition and management. They’re great tools so I would start using some of them.

Pete Mockaitis
And is there a particular nugget you share that really seems to connect with folks and people quote it back to you frequently?

Keith Ferrazzi
I think it’s the definition of all the work that I’ve done, it’s always ask, “Who?” When you figure out where you want to go, you’re trying to think about what you want to do, how you want to get there, there’s a question that we under-curate, and that question is, “Who?” Right? “Who do I need to do it with?” And then all of our science and research helps you be extraordinary, and it helps you be awesome at your job, relative to that question “Who?” from a relational and collaborative standpoint.

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

Keith Ferrazzi
KeithFerrazzi.com is probably the best. I’m very proud of a leadership course we just created there. You can get the book everywhere, but KeithFerrazzi.com is a great place to start. I check my own Instagram too if anybody wants to say hi.

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

Keith Ferrazzi
Yeah. Have a vision for something that could be transformative in your workplace, and identify the first person to bring into the team to co-create that vision. And the wonderful thing about the first person you bring into your team, you’re actually bringing them into their team, meaning this is a real co-creation. Don’t hold this idea up as yours. It’s yours and theirs. Go kick some butt and go be transformative. The next thing you know, you might end up rising up to be an executive at the company because of your transformation.

Pete Mockaitis
Keith, this has been a treat. Thanks so much and keep on rocking.

Keith Ferrazzi
Pete, thanks so much for having me. I appreciate it. It’s an honor.

560: How to Resolve Conflict and Boost Productivity through Deep Listening with Oscar Trimboli

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Oscar Trimboli says: "The most important thing to listen to is what's not said."

Oscar Trimboli explains how to increase your impact through sharpening your listening.

You’ll Learn:

  1. The magic phrases powerful listeners use
  2. How to expertly listen for what’s unsaid
  3. One question to ask the people you disagree with

About Oscar:

Oscar Trimboli is an author, host of the Apple award-winning podcast Deep Listening and a sought-after keynote speaker. He is passionate about using the gift of listening to bring positive change in homes, workplaces and cultures around the world. He is a marketing and technology industry veteran with over 30 years’ experience across general management, sales, marketing and operations for Microsoft, PeopleSoft, Polycom, Professional Advantage and Vodafone.

Oscar lives in Sydney with his wife Jennie, where he helps first-time runners and ocean swimmers conquer their fears and contributes to the cure for cancer as part of Can Too, a cancer research charity.

Resources mentioned in the show:

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Oscar Trimboli Interview Transcript

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

Oscar Trimboli
Good day, Pete. I’m really looking forward to listening to your questions today.

Pete Mockaitis
Oh, I’m looking forward to listening to what you have to say. So, we’re talking listening and I want to sort of start off with a real strong why. Could you give us sort of like the case or a study or an example that reveals really what’s at stake when we listen well and what can be possible, and when we don’t listen well and how we’re suffering?

Oscar Trimboli
30th of December, Wuhan, China, Dr. Li has said to a group of his medical professionals, he’s an ophthalmologist, that he’s worried that the patients he’s seeing at the moment have SARS-like symptoms showing but it’s worse. And he publishes that on the local social media app that they use, and that gets seen by the Chinese government. And the next day, he’s visited by the Chinese government officials and told to recount what he said and everything he said is wrong.

And everybody ignored him, nobody was listening to him. And, as a result, we have the coronavirus that’s completely changed the world in 2020. That’s one of the costs of not listening. So, the costs of not listening can be quite significant. And in a lot of workplaces, Peter, people whose opinions are different, who may be seen as far out or different, they’re ignored, whether it was on the Deepwater Horizon’s oil rig in 2012 where a whole bunch of people, 11 got killed because engineers weren’t listened to.

But, also, the global financial crisis. Dr. Rajan was presenting a paper at Jackson Hole, Wyoming in 2005 and actually predicted where the global financial crisis would play out but, again, he was ignored. He wasn’t listened to. Millions of jobs, billions of dollars of savings, and all of that variety. They are some of the big costs of not listening. In our workplaces, it creates confusion, it creates chaos, it creates conflict, it creates projects that go overtime, it creates lost customers, and it creates great employees who leave because their managers don’t pay attention to them. So, they are just a couple of the costs of not listening.

Pete Mockaitis
Wow! Oscar, you are nailing it. Yeah, those are huge costs. And so, we’re looking at listening then in a pretty broad perspective in terms of not just you and I in a conversation, and me absorbing what you’re saying, but the extent to which I am even accepting, adopting, choosing to acknowledge your views as valid, true, and possible.

Oscar Trimboli
Yeah, listening is the willingness to have your mind changed. Listening is the openness to hear what’s unsaid. Listening is making sure you’re listening with your head as well as your heart. And I think a lot of us think of listening as one-dimensional. We think of it as monochrome. We think of it as a very, very simple thing, but listening has got lots of nuance to it.

And, for many people, one of the exercises we always talk about in our workshops is go and listen to and consume media, it’s a podcast, it’s a TV show, go and read a blogpost from somebody you fiercely disagree with, and notice what’s happening in your mind while you’re fiercely disagreeing with them, because for a lot of us we get blocked by our own assumption filters.

My daughter-in law, when she was 21, she’s a Judo player, and Judo players have this incredibly high tolerance for pain, Peter, in a way I can never understand, that you would literally have to choke them before they would stop fighting on the mat. And Jen got hit by a car while she was riding her bike to training, and she was completely devastated because she had spent a lot of money saving for that bike, and that bike was her means of transport in an Olympic year. And she literally picked up the bike, put it on her shoulder, with a broken ankle, by the way, and went to a local emergency room and was treated by a doctor.

And the doctor was confused why Jen brought the bike into the ER because that bike was more important to her than her ankle at that moment. But what I’m curious about right now, Peter, is in your head, describe the doctor.

Pete Mockaitis
Describe the doctor. Well, I guess I was really visualizing the scene of your daughter with the bike and kind of limping, and so I’ve got very little on the doctor. The doctor, I guess, is inquisitive, it’s like, “Hey, why did you bring your bike?”

Oscar Trimboli
Yeah. But, physically, gender-wise, height, weight, what sort of doctor are you visualizing right now?

Pete Mockaitis
Well, boy, not much. He’s kind of faceless, I saw just more sort of like the white robe. But I guess if I were to kind get more into the picture, well, I kind of see my buddy, shoutout to Johnny, he’s a doctor, and so he looks like my buddy Johnny, who’s in his late 30s. He looks a little bit like the Property Brothers if you’ve ever seen that TV show, so that’s what I’m picturing.

Oscar Trimboli
Yeah. And the doctor that saw Jen was 5’4” and an Indian woman. And, again, so the point of the story is, yeah, the bike and all of that, but a lot of us go into conversations where we have our own assumptions from our own experience base that filter how we listen, and we’re not even conscious of these things that are getting in our way when it comes to listening. And a lot of that is really initially caused by our internal distractions as well as our external distractions. A lot of us have our cellphone going, or a laptop, or some kind of tablet, something like that. So, we got all these external distractions but we’ve also got these internal distractions as well.

And, for a lot of us, we don’t even know it’s happening. We just aren’t even at that point of consciousness because we’re so distracted coming into the conversation. So, for most of you listening right now, it’s happening now. You’re distracted while you’re listening to Peter and myself. You might be commuting. You might be preparing a meal. But your mind is wandering in a completely different direction.

So, I wanted to give a commercial break to the neuroscience of listening, if that’s okay, Peter. Right now, I speak at about 125 words a minute. You’re a little quicker, about 150, and if you’re auctioning cattle, you’re at about 200 words per minute. But you can listen at 400 words per minute so you fill in the gaps because your mind gets bored and your mind is distracted. So, this is the 125/400 rule that says, “I speak at 125 words a minute, you listen at 400.” And if you don’t notice this gap, you’re going to drift away.

Now, it’s okay. I do it myself when I spend all day training people on how to listen, but the big difference between me and anybody else is I know when I’m distracted before you do, so I come back into the conversation much faster. So, it’s really, really important if you understand the neuroscience of listening, that I speak at 125-words a minute, you listen at 400, you’re going to get bored and distracted. It’s okay. You just come back in. And we’ll talk about some tips later on about how to notice and what to do about it when you drift away.

Pete Mockaitis
Well, that’s intriguing. And I heard another stat about how we can think even faster than the 400 words per minute. And I guess when we’re thinking, we’re not even thinking in subvocalized words there.

Oscar Trimboli
No. You’re absolutely right.

Pete Mockaitis
Because I’ve tried that in prayer, like I would think the Rosary prayer as fast as I can think the words, and it’s quick. It’s quicker than like a talk, yeah. But it’s still maybe it is around 400. It’s not much beyond that.

Oscar Trimboli
On average, it’s 900 words a minute you can think at. That’s nearly double your listening speed. Some people can do up to 1600 words a minute think, and right down at the other end of the Bell curve is about 600 that, welcome to the speaker’s problem. And this is why it’s critical that everybody understand the most important thing you need to listen to is what’s not said. I know it feels like Yoda just stepped onto the podcast. How do you listen to what’s not said? But it’s really critical.

If you understand the neuroscience of speaking, you speak at 125 to 150 words a minute, you’ve got 900 stuck in your head, that means the likelihood that the first thing that comes out of your mouth is what you mean, that’s 11%. One in nine chance that what you say as a speaker is what you mean. Therefore, if you want to have a powerful conversation with somebody, you want to get the next 125 words out, and the next 125 words out. And if you can get to about 300 words out of their thoughts, you’re probably getting closer to what they mean.

And this is another distinction, Peter, when it comes to listening. As a listener, it’s not your job to make sense of what they say. It’s your job to help them make sense of what they’re trying to say. Now that’s a really big difference, and what that means is most of us, our mind is like a closed washing machine. We’re in wash mode when we’re thinking, and it’s sudsy, and it’s agitated, and it’s like the water is dirty, and we’re moving but we’re not making progress. And the minute the rinse cycle comes on in a washing machine, out flushes all that wonderful clear water, and that’s exactly what it’s like when you speak.

Your mind is wired differently while you speak, while you think, and you make much more sense of what you say by saying it aloud than saying it inside your own head. So, powerful listeners will use these magic phrases. Michael Bungay Stanier did a wonderful job of talking about a couple of these on past two episodes ago for you. And he talked about the phrase “tell me more,” “what else,” and, “use silence.” These are three powerful techniques in that moment where you ask somebody “What else?” Something magic happens to the human mind.

And, Peter, tell me if it’s happened for you. People kind of tilt their head, they’ll breathe out, and they’ll say, “Well, actually, you know what we should talk about?” or, “Peter, you know what’s really important for us right now? Not what we’re talking about. I need to talk about this.” And for a lot of people, they’re out there nodding because it’s a real-life experience. But most of us just talk to the first thing they say rather than trying to understand what they really want to mean.

And if you’re in your role, whether you’re a manager or you’re working with your manager, making sense of what people mean, not what they say, makes work quicker. You work on the important things that have impact, not the transactional things, and listening helps you get to the result in a much quicker way, with a much bigger impact.

Pete Mockaitis
Yeah, that’s powerful. And so then, the points you’re making with those numbers associated with the first 125 word in the first minute, there’s 11% chance that that’s what I really want to say, you’re saying it’s so important to not just respond to that and we’re off to the races. “You’ve spoken for a minute therefore I know what we’re talking about and I’m going,” but rather draw it out for a few more minutes, and then we’re going to get at the good stuff. And we save time because instead of spending, I’m just going to make up numbers, instead of spending 15 minutes talking about the thing that’s not the thing, we can spend five minutes listening to get the real thing, and then go from there.

Oscar Trimboli
Yeah. And in a lot of modern workplaces, we’re dealing with issues that are really complex, that don’t have just single or binary responses that are possible. Whether you’re in a creative role, or you’re in software development, or you’re in professional consulting, it doesn’t matter what profession you’re in, if you’re in the medical profession right now, there’s so much complexity and multiple and exponential vectors that you’re dealing with on a topic.

The likelihood that the very first thing that either of you talk about is the result or the possibilities. Whenever you’re stuck in these binaries, if you’re arguing A versus B, or one versus two, or red versus blue, the critical thing to ask yourself the question is, “What’s the third possibility? And what’s the fourth possibility?” And that’s only going to come about by listening.

On the days where we’re just doing tasks that require us to think one step ahead, we have to anticipate many things today in the imagination economy, because we’ve kind of moved from the information economy to the imagination economy, and our imagination can open up so many more possibilities. And that’s why one of my favorite quotes from Peter Drucker is, “The most important part of communication is listening to what’s not said.” And if we spent some more time there, the confusion, the conflict, the chaos in our workplace would go away.

Pete Mockaitis
So, let’s get after a little bit more how one does that effectively. So, there’s not jumping at the first minute, there’s kind of more encouragement of “tell me more” and “what else.” What are some of the other best practices that can get us to identifying and listening for what’s not said?

Oscar Trimboli
Yeah, I think we have to wind this way back, Peter, and start at the very foundational part of listening. And you can’t listen to anybody else till you listen to yourself. So, the very first part of listening is listening to yourself. Most of us turn up to a conversation with a radio station playing in our head that’s a completely different frequency to the conversation we’re just about to go into. We’re going from a meeting to a meeting, we’re going from a phone call to a phone call, and we’re still processing the last thing that was in our head.

So, getting ready to listen is more important than actually listening. In our database, we do proprietary research ourselves, 1410 people who are listeners, who have put up their hands, and said, “Help! Help! We need help in improving our listening.” We’ve been tracking them for two and a half years. And 86% of them say the thing that gets in the way of listening is not how they’re having a conversation with the speaker. Eighty-six percent of them say what’s getting in the way is the distractions before the conversation commences.

And some of those distractions are a story that they might have in their head about, “Oh, well, the last time I had a conversation with Peter was really wacky and the conversation didn’t go so well. And what’s he going to show up here because he’s a really unpredictable character?” or, “The last time I had a conversation with Peter, it was really, he is really dense and detailed, and I really didn’t make sense of it.” And you’re turning up to that conversation in that posture, and that’s your internal distraction, let alone your external distractions.

Most people walk in with their electronic devices of some sort, whether it’s a phone call, whether it’s a meeting, whether it’s a team meeting, we’re distracted internally and externally. So, I would always encourage people to do three things to get ready, to get that foundation right, when it comes to listening.

Step number one. Remove the electronic devices. And if that sounds like cold turkey, then put them in flight mode, that’s my big request. Just put them in flight mode so you remove the dings, the bings, the buzzes, the beeps, all those notification things that are going to come across your devices. Tip number two, drink water. Most of us turn up to a conversation with a cup of coffee only. I’m not anti-coffee, I’m not pro-coffee. I don’t have a position on coffee. Drink water. A hydrated brain is a listening brain. Or Red Bull, I don’t have a position on Red Bull either, Peter.

A hydrated brain is a listening brain. Now, why does it matter? The brain is only 5% of the body mass, yet it consumes 26% of the blood sugars. The best way to get your brain operating in a place that’s optimal for listening is to drink a glass of water every half an hour. So, a hydrated brain is…

Pete Mockaitis
Is it 8 ounces, 16 ounces, or how big is this glass of water we’re drinking every half hour?

Oscar Trimboli
However big your glass is. Most people don’t even drink water, Peter, so I’m not really worried about the size of the glass.

Pete Mockaitis
Well, I’m thinking if you’re awake for 16 hours, are we talking about 32 glasses of water?

Oscar Trimboli
Yeah, so a properly hydrated high-performing corporate athlete should be drinking about two liters of water a day.

Pete Mockaitis
Okay.

Oscar Trimboli
So, most people go, “Wow, that’s quite a lot of water.” But if you’re exercising effectively and you’re moving through the day, two liters of water is enough. So, a standard can of whatever your favorite soda is about the size of the glass I’d be thinking about right now for anybody there. So, hydration is really critical because a lot of people say when they concentrate during the process of listening, their brain hurts. They walk out of a conversation, they literally hold their head, and that’s got nothing to do with the act of listening. It’s got to do with the fact that they’re dehydrated. So, if we’re hydrated, we’re going to be in a better position.

And the third thing is just it sounds so basic. Take three deep breaths. And I’m not talking yoga pose kind of breaths. I’m just saying, in through your nose, down the back of your throat, all the way down to the bottom of your diaphragm, and then back out through your mouth. And for me, the way I make this practice simple for me, if I’m going to see a client, Peter, when I cross the lobby in a building, I’m going to switch off my phone the minute I cross the lobby, put it in my bag, go into the elevator, put my back against the elevator wall, take three deep breaths. And by the time I come out, I’m going to reception, they offer me a refreshment, so I always ask for a glass of water for me and the guest.

And in that moment, my mind is ready to start to listen. We’re going to get onto the techniques of what happens during the dialogue shortly. But it’s so critical that we all understand you need to be ready to listen. Most of us aren’t.

Pete Mockaitis
Okay. So, some hydration, some deep breaths, and you’re sort of prepping the…I’m kind of imagining like if you’re painting a wall, it’s like there’s the prep, and then there’s the application of the paint. So, in the prepping, you support or else you’re not going to get a great end result there. All right. So, let’s say we’ve done that. Good news, we’re ahead of the game. What do we go forward with in the actual conversation?

Oscar Trimboli
Yeah, a lot of us spend too much time in the first kind of conversation thinking about what we’re discussing. And one of the things that sets up a great conversation is how.

Pete Mockaitis
How we’re discussing it?

Oscar Trimboli
How we’re discussing it. What would make a great conversation for us today? By the time we’re finished, what would you like to do? Now, all the research we’ve done, Peter, is on the workplace. I always put this by “Beware” announcement, “Please do not try this at home with your loved ones. They’ll see right through it.” It’s really critical. When I speak, most people come up to me or ask me questions from stage, saying, “Oscar, how do I get my wife, my husband, my partner, my loved one, to listen to me?” And men tend to listen to fix, and women tend to listen to feel.

Pete Mockaitis
Fix? I’m going to fix this?

Oscar Trimboli
Yes. So, men are very solution-orientated. So, a “how” question is, if you come home during the day, like this is a thing that transformed my relationship with my wife. In the early days, she’d go, “Oh, this is what happened in my day,” and I’d go, “Oh, yeah. Did you try this?” And she’s like she would get so furious because I was trying to fix it. She just wants to be listened to. And what I do now is I simply say, “Is this a conversation where you want me to listen or is this a conversation where you want some suggestions?” And 99 out of a 100, it’s just to listen, but in the odd case, she goes, “Yeah, I’d like some alternatives.”

And the same is true in the workplace. Most of us don’t agree out front how the conversation should be orientated. Is it a brainstorming conversation? Is it a conversation where we’re looking to make progress? That context is always king. But most of us don’t take the time to create the context at the beginning. What would make this a great meeting for you? What’s an outcome you would like to achieve from this meeting? Then we can actually get into the dialogue and explore the five levels of listening that we can kind of sequence as we go into that conversation, around listening for context, and listening for content, listening for the unsaid, and, ultimately, listening for meaning.

I would say this, there’s a lot of big people out there saying really important things about it’s crucial to understand the why. And when it comes to listening, why can feel judgmental. When you ask a lot of why-based questions at the beginning of a dialogue where you have low trust or low relationship with somebody, please be careful. Whether it’s FBI hostage negotiators I’ve spoken to, or telephone-based suicide counselors, why questions are loaded with judgment where when you ask somebody, “So, why do you do that at your company?”

You can achieve exactly the same result by simply asking them, “How does the approval process work at your organization?” as opposed to, “Oh, why does your company do approvals that way?” Same question, very different orientation. And I think, for a lot of us, what we’re not listening to is the actual way we’re dialoguing ourselves, and we need to be asking more how- and what-based questions, and a lot less why-based questions as well, Peter.

Pete Mockaitis
All right. You know, it’s so funny, as we were talking, my phone is sort of buzzing, and it’s like, “What? I’ve got it on Do Not Disturb,” but it was an emergency notification about fixing clothes with the coronavirus. So, anyway, even when I’ve set it to Do Not Disturb, distractions, interruptions can emerge. But point well-taken with the why question puts you on the defensive, it’s like, “Well,” you feel like you need to justify it, and you’re more likely, you kind of dig into it, so excellent. Well, then, can you bring us deeper, then, into these five levels of listening?

Oscar Trimboli
Well, a lot of us are taught to listen to content level two. So, level one is listen to yourself. Level two is listening to the content, and that’s interesting. Most of us are listening for words and, occasionally, body language, but a lot of time we’re not listening for state, we’re not listening for where people’s energy is at. And I’m not doing that from a woohoo perspective, but I was working with Peter who was…complex merger he was undertaking about two and a half years ago, and he was just going on and on about how frustrating it was, how unfair it was, that he shouldn’t be running the integration. The company being acquired, why are they asking him to do that?

And something just shifted in his head, and his shoulders moved a little bit more upright, and he just kept going on and on and on and on. And I went back, and I said, “You know, Peter, when we’re talking about that, you did this with your body.” And he looked at me, and he went, “Wow, I didn’t think you noticed.” And I said, “Well, when you shifted, your whole body moved.” And he said, “What I did in that moment, Oscar, was I realized I was listening to myself, and I couldn’t stand what I was saying, and I made a decision that I have to take responsibility for the merger.” And I said, “So, what decision have you made?” And he said, “I’m completely responsible for everything going forward.” I said, “But you spent the next seven minutes still complaining.” And he said, “Yeah, I guess I’m habituated into that right now.”

But for most us, our heads are buried in our laptop, or our cellphone, we wouldn’t have noticed that. So, looking at somebody from pretty much from the shoulders up is really critical when it comes to listening to content. When I talk about listening for context, this is really critical. Most of us don’t understand the backstory to any conversation. We turn up like we walked into a movie theater 35 minutes into the movie, and we’re trying to figure out, “Who are these characters? And what’s the plot? And when they’re all laughing, what am I missing out on?” And most of us don’t take the time to simply say, “Can we get back to the beginning? When did this all start?”

And, slowly, by putting those pieces of context into place, it’s not important for you. Yes, you’ll make sense of it, but it’s more important for them. So, one of the powerful questions that you always want to ask is, “When did this start?” But for a lot of people, whether you’re in sales, or professional consulting, and all of that, most of the time you’ll take a brief, but you only take the brief at that point in time, “What we’re looking to do in the future is X, Y, Z.” That’s interesting. But what’s really important is, “How did they get there?” And if you just take one moment to ask that question, that context will create a beautiful landscape for you guys to dialogue on that makes sense for everybody. You know all the actors in the movie now, and you can make sense and laugh at the punchlines like everybody else does.

We spent a bit of time at level four talking about what’s unsaid. And then level five is listening for meaning. What’s the meaning that they’re making from the conversation? I was working with a pharmaceutical company about four years ago. Have you ever walked into a building, Peter, where you feel the tension dripping out of the elevator ducts, out of the air-conditioning ducts? It’s like there’s just this tension in the room. So, that’s the organization I was walking into. I was asked to speak to the people leader community in this organization, and 20 minutes in, I just felt the room. There was this tension. And I turned to the managing director of this manufacturing pharmaceutical plant, and I said, “Look, with your permission, I’d just like to try something different.” And he gave me the most dismissive look, and said, “Well, if you must.”

Pete Mockaitis
If you must.

Oscar Trimboli
Now, I said, “I’d prefer to do it with your permission,” and he said, “Oh, go ahead.” And all of this is going through my head as well, “I’m not getting paid for this.” And I said to the room, “Hey, look, just turn to the person next to you and tell the person next to you what movie is going on in this manufacturing plant right now.” And the room explodes into laughter, and they’re all chatting away, and the tension is completely broken.

And the CEO steps up on stage next to me, puts his hand behind my back and switches off my lapel mic, and basically looks me straight in the eye, and said, “This is not on brief.” And I said, “Mark, can’t you feel what’s going on in this room?” And he says, “I’ve got no idea what you’re talking about.” I said, “Look, just give me five minutes. We’re going to bring the room back and we’ll try to make sense of what’s going on because something is going on here. There’s a lot of tension in this room. And if not, just kick me offstage.” And he goes, “All right. Look, I’ll trust you.” And he went back down and sat down.

Now, what you’re going to imagine, it’s like popcorn in the room, everybody is bouncing off each other. And every time somebody announces what movie is going on, the room explodes into laughter like popcorn in a stove. And the movies they were coming back with was like Die Hard and Titanic and Towering Inferno. You imagine the disaster movie that we’re talking about. And what happened next was amazing. That CEO, who looked at me with disdain and disgust, came up, pointed at me, and told me to go and sit down in the chair in the corner, and I thought, “Oh, wow. This is a bit of a moment. I’ve never been told to get offstage.”

He stood up there in front of the room and did something that completely changed my perspective on leadership. He stood up and said, “I’m really sorry that coming to work feels like a disaster movie for everybody here. We’ve been trying to solve this problem for three weeks. I need your help. I don’t know all the answers. What I’ve learnt today is something that changed my mind. And for the balance of our time together, I’m going to invite Oscar back up on stage to see if he can help us navigate through this issue.”

And I was stunned in the humility, I was amazed in the eloquence, and the invitation for me to come back was exciting, and I simply said to the room, “Who aren’t we listening to right now?” Peter, honestly, I didn’t even know what the issue was. All I knew is they thought it was a disaster. And it was that permission slip to say, “What movie is going on?” that helped the room create meaning for what was going on.

Now what they discovered was there was a pipe that a frontline worker had told the business about six months ago that required maintenance but he was ignored. And in our discussion about “Who aren’t we listening to?” they said, “People in the production line,” because these were all pansy-pants, Six Sigma, chemical engineers, Masters, PhDs, and they were all trying to solve a problem that was seemingly solved within a couple of days, and then it would come back a couple of days later. But it was a 35-year old line veteran who had worked on exactly the same line for 35 years who had pointed out six months ago, “This pipe needed maintenance,” and he got frustrated because he got shot down, and said, “We can’t afford to slow production down for just that pipe.” That was costing them tens of millions of dollars in backed-up stock because they couldn’t go through quality assurance because of impurities there.

So, I think, ultimately, for all of us, every conversation is not going to be a $10-million conversation, Peter, every conversation is not going to be the coronavirus, every conversation is not going to be the global financial crisis. But if we go in with a willingness to have our mind changed, there’ll be less conflict, chaos, and confusion in our personal lives and in our work lives. And that’s something worth fighting for.

Pete Mockaitis
Well, yeah, there’s a lot of great stuff there. And I love those particular questions in terms of “Who aren’t we listening to?” and “What movie is playing right here?” because then I think that can, you’re right, that is like a lighthearted way to get after…

Oscar Trimboli
Tell the truth.

Pete Mockaitis
What do you see? Is it a disaster? Is it a romantic comedy? Is it Office Space? Like none of us are really doing anything. Is it Up in the Air? It’s funny because that can spark a lot of things. And so, I’m curious, and I wanted to ask this at the beginning, but I’m glad you brought it up again. When listening is the willingness to have our minds changed, and you’d say read something from someone you completely disagree with and notice what’s happening in your brain. Well, so, let’s say we do conduct that exercise, or we are just talking in real time with a real person saying something we wildly disagree with, what’s the right way to run our brains to manage it in terms of it’s like, “Oscar is full of malarkey. That’s ridiculous. Has he been to my workplace?”

Oscar Trimboli
It’s even simpler. We’ve all got an uncle or an aunt at Thanksgiving table that we know we’re going to disagree with. Every year they say the same things, and we all think they’re crazy, and they all think we’re crazy too. And simply asking them this question, “When did you   form this perspective? When did you first form this opinion? When did you first…?” whatever it is. It will short-circuit their mind because their mind is literally on a rotating play. It’s that list in your music play that just is on repeat over and over and over again, and nothing is going to break that circuitry unless you go, “When was the first time that happened to you?”

So, I was talking to a family officer. So, a family officer works in very large private companies, typically with the founders, and they were very frustrated with the founder around the way they thought about cost control. To say they counted the pennies would be wrong. They want to make sure that we’ve not only counted the pennies, but we’ve stored the pennies. That was the kind of description we’re getting about the founder. And I simply said to the family officer, “Go back and ask them when they first formed this opinion.” And they went back to the story and explained that in the ‘50s there was a rationing in the UK, petrol wasn’t easy to find, there was no fresh fruit, and there was this whole story.

And the founder, in that moment, said, “Times are very different now.” And then he smiled, and he said, “Times are very different now. Maybe it’s time for me to loosen up a bit.” And in that moment, that family officer was able to change his mind by going back and asking him the question, “When did you first form this perspective?” Because in helping people go back in time, they can notice the distance between that event and now, because a lot of those events that create that play track, Peter, they’re very seminal, they’re very foundational, they’re very emotional. They’re in the part of the brain that’s in the primitive part of the brain and they’re stored really deeply.

And us arguing with somebody about why they’re wrong on that topic, you’ve got about as much chance as flying as a human without a plane as convincing somebody who’s got a deep-seated emotional experience that they’re wrong. You have to ask them the question when did they form that opinion, and it will take them back to that moment. And give them permission to pull that memory out and choose. They might choose to keep it, but in a lot of times they’ll throw it away and go, “Hey, time to change,” or, “This situation is different,” or, “Maybe we can explore something a little bit more.”

So, when you get frustrated with someone you deeply, deeply disagree with, and you’re lucky enough to have the opportunity to just speak to them, just ask them when did they first form this perspective. That will help change your perspective but, more importantly, theirs.

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

Oscar Trimboli
Look, I just always want to reinforce that if you just focus on removing the electronic devices, if you hydrate and drink a glass of water every 30 minutes, and if you breathe deeply, you’ll be ready to listen. And when you’re ready to listen, you’ll be able to make a big impact, and impact beyond words, because for most us, we’re trying desperately to listen to the other person while there’s a big, big radio station playing on in our head, Peter. So, devices off, drink water, take three deep breaths, and that’ll put you in an awesome position for the conversation.

Pete Mockaitis
Thank you. And now, how about a favorite quote, something you find inspiring?

Oscar Trimboli
Consistently, it would be Peter Drucker’s quote around communication is an illusion, and the most important thing we don’t listen to in communication is what’s unsaid. And that kind of triggered a whole bunch of research for me, and started the journey for 1410 people to go, “What am I not hearing?” when it comes to my research around listening. And he passed away about three years ago, but he was a prolific writer, he was a prolific person who led a lot of corporate thought, and he’s somebody who thought about things deeply.

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

Oscar Trimboli
My favorite research was where in 1993 in Ottawa, Canada, they discovered that if you breathed and if you listened, they had 414 students paired off, and they had a little device connected to their fingers to measure their oxygen, their current O2 rate. And what they noticed is that people with a higher O2 rate were having more productive conversations, which was interesting. But what was the most interesting was, the most productive conversations, so they were self-rated by the students, the most productive conversations, the O2 level was synchronized. So, people were literally breathing at the same rate. So, that was something for me.

That’s why I always say to people, in one of our listening exercises, “Hey, how did you go with your breathing?” And they always go, “Oh, yeah, I did the three deep breaths and it was great.” And I said, “Did you notice the breathing of the speaker?” And most times they’ll say no, but those at a high-level of consciousness might say yes, and they go, “I realized I had to slow down the speaker’s breathing.” And I said, “How did you do that?” And most people will say, “Well, I just asked them to slow down.” But the really expert role model, great leaders, literally just slowed their speaking down, which slowed down the heartrate in the body, which got the oxygen up.

So, those kinds of studies where you’re integrating both the physiology of listening with the actual impact of listening from Canada in 1993, that research to me is just amazing.

Pete Mockaitis
And how about a favorite book?

Oscar Trimboli
I’m a big James Clear fanboy at the moment. I’ve been reading Atomic Habits probably once a month at the moment for the last 14 months.

Pete Mockaitis
A habit itself.

Oscar Trimboli
Yeah. And he’s got a quote in there that you don’t rise to the level of your goals. You’re pulled to the level of your systems. I’d say James’ book is a well-put together book, but it’s also, I’ve read a lot in 35 years, probably one of the best written nonfiction books I’ve read.

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

Oscar Trimboli
It’s really a basic one, it’s one called TextExpander, Peter.

Pete Mockaitis
I love it. They’re our first sponsor, and I use it daily.

Oscar Trimboli
Oh, I would say eight to 12 times a day, TextExpander is saving me five to 10 minutes a day. And whether it’s a quick comment or reply to something, or just common phrases that I use, and things like that, it’s just a brilliant tool to kind of automate my brain. I love TextExpander.

Pete Mockaitis
And how about a favorite habit?

Oscar Trimboli
My favorite habit is really simple, and it’s changed dramatically in the last three weeks because of what’s happening. But on a Wednesday night, I swim or I run. I run in winter. I swim in summer. And Saturday morning, I run or I swim. I don’t meditate but I think running and swimming is my meditation. these physical habits are really important keystone habits to everything else that happens in my life.

Pete Mockaitis
And is there a particular nugget you share, that you’re known for, and people quote back to you often?

Oscar Trimboli
Yeah, but it’s a quote from Yoda, “Try not. Do or do not. There is no try.” and it’s something that can either set you free or frustrate you because sometimes I work really hard on the wrong things, and I have to realize later on that they weren’t the right things. And sometimes it’s the right thing to do and I just need to try a little harder to break through.

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

Oscar Trimboli
Just go to the ListeningQuiz.com where you can figure out what kind of listening villains get in your way, and a very personalized three-step plan what to do about it as well at ListeningQuiz.com.

Pete Mockaitis
All right. Oscar, it’s been a ton of fun. I wish you lots of luck and many enjoyable conversations.

Oscar Trimboli
Thanks for listening.