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975: Elevating Leadership through Radical Humility with Urs Koenig

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Urs Koenig reveals how to level up your leadership through the five shifts of radical humility.

You’ll Learn

  1. Why leaders win more when they’re humble
  2. Two tricks to getting better quality feedback
  3. How to make any tough conversation less intimidating 

About Urs

Urs is a former United Nations military peacekeeper and NATO military peacekeeping commander, a highly accomplished ultraendurance champion, a widely published professor, bestselling author, and a seasoned executive coach and keynote speaker with more than three decades of experience helping hundreds of leaders and dozens of executive teams unlock new levels of achievement across four continents.  

He is the founder of the Radical Humility Leadership Institute and speaks frequently on the topic of leadership to corporations and associations across the globe. His message of Radical Humility in leadership has inspired teams from across the spectrum, including Amazon, Starbucks, the Society of Human Resource Management, Vistage, the University of Melbourne, and Microsoft. 

He holds a PhD in geography and a Master of Science from the University of Zürich, Switzerland, and an MBA from the Australian Graduate School of Management.  

Urs is the loving father of two teenage boys who make commanding soldiers look easy. He lives in Seattle, Washington. 

Resources Mentioned

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Urs Koenig Interview Transcript

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

Urs Koenig
Thanks, Pete, for having me. Looking forward to the conversation.

Pete Mockaitis
Oh, me too. Me too. I was a Model United Nations student in high school and college. So basically, we’re the same.

Urs Koenig
So, how’s that, Pete? Tell me more about that.

Pete Mockaitis
No, no, there’s no danger zones. We just sort of dressed up in Western business attire, as we called it, and argued over our resolutions and who was going to put their hands on the keyboard and go to the printer. But I want to hear you share with us a riveting tale from your work as a UN peacekeeper that kind of shaped some of your thinking on leadership?

Urs Koenig
Well, two things, actually. I went back to the military after having been out for 22 years. And so, went back to serve as a peacekeeper, left the business, left my kids to volunteer to make a difference. On the second day of reporting to my peacekeeping command, I dropped my flak jacket. And the sergeant, 25 years my junior and well below my rank, is chewing me out for dropping my flak jacket. And I’m here to be of service to make a difference, and this young punk is chewing me out.

So, it takes all the…and that’s the title of my book, all the humility I possibly can master, not to make a snarky comment, but I picked up the vest and I say nothing at all. But it was one of the first lessons in humility I would have to learn over the next nine months as a peacekeeper. Just a small one, but there were plenty more later on.

Pete Mockaitis
Well, I’m curious, Urs, did that gesture of humility have some positive impact on that relationship or did you just never bump into him again?

Urs Koenig
No, no, oh, no, I had to work with him later on, for sure, and he ended up being a nice guy. He was just posturing on the second day. But actually, so if I may, Pete, what then happened was I deployed into the peacekeeping mission and I opened my book with that story. We were escorted to a school play, end-of-year school play, and escorted to the front as part of the peacekeeping force, and I sat down and we were treated to a reenactment of the Kosovo War.

These are kindergartners, first and second graders, massacring their fellow students on the floor, shooting and shouting them, all with a roaring applause, to parents, teachers, and other students. And so, that was another lesson in humility. I thought I understood the conflict. I understood what’s going on. But when I sat there, I’m like, “You know what? I really still don’t get it.”

When you think you get it in a conflict zone, something happens, comes out of left field, like the school play, and you go, “You know what? I still am a student here and I need to ask bigger questions.” So that was another lesson in humility that I learned through the peacekeeping work.

Pete Mockaitis
Well, yeah, I can imagine you being in that scene, watching that unfold, and just kind of scratching my head, like, “What is going on here? And what does this mean?” And tell us, Urs, what was your takeaway from having witnessed that?

Urs Koenig
Well, you know what, my takeaway was asking bigger and harder questions, “So, is it our role as peacekeepers to not just build peace in their cities, but also in their hearts? What stories do these kids need to be taught at home and at school so that this nation can actually transform into a peaceful nation?” And so, the more I learned, the less I understood, it seems, but the quality of my questions improved, and like that’s no small feat. So that was a real takeaway.

The same in the Middle East a couple of years later. The quality of your questions improved but you’re always a student. You constantly need to learn because being in a conflict zone like that it’s just a humbling experience in itself.

Pete Mockaitis
All right. Well, Urs, you put together some of your insights into a handy book, Radical Humility: Be a Badass Leader, and a Good Human. Can you tell us any particularly surprising or counterintuitive or extra fascinating discoveries you made while putting this together?

Urs Koenig
The best leaders are actually deeply humble. In my personal experience, the best commanders in the peacekeeping force, they ask great questions, they’re deeply self-aware, they let their team members shine, and they constantly ask for feedback on how to get better. And we can look at the corporate world. Microsoft, Satya Nadella, how he transformed the tech giant from the Steve Ballmer command-control into what it is today, based on his own values, curiosity, constant learning, growth mindset, and humility. And so, those are two examples.

Pete Mockaitis
Okay. Well, tell us, what’s sort of the big idea or main thesis of your book here?

Urs Koenig
The main thesis is that, to actually win in today’s world, we need to be deeply humble. Leading in today’s environment is, by definition, humbling. No one person can have all the answers. And so, that is the big idea. The best leaders, the most successful leaders are actually deeply humble. It’s not the show-off folks who win at the end.

Pete Mockaitis
Okay. Well, could you maybe tell us an example of someone that you got to see up close and work with who upgraded their leadership by adopting this radical humility approach? What were they doing before, and what did they do differently, and what results emerged?

Urs Koenig
So, one of the best commanders I’ve ever had in the peacekeeping mission, he opened one of the meetings we had in his office with these words, he said, “I love you, Urs. You know I do, and this is not even close to being good enough.” So that’s a deeply humble approach. So, his words made me shrink in my chair, and I turned myself inside out then to produce the very best work I could over the next nine months.

Now if the guy would have chewed me out, if the guy would have yelled at me, I would have tuned him out. But because he deployed a core element of humble leadership, namely strong relationship-building, we had a very close relationship, he got me as a whole human being versus just somebody who did work for him, I knew he cared, he was supporting me in my career path, I was really able to hear and take in his message.

So that’s an example of radical humility in action, building meaningful, collaborative relationships with your people while holding to the highest standards. I call that tough on results and tender on people.

Pete Mockaitis
Okay, cool. Well, so in your book, you’ve mentioned five key shifts. Could you give us a quick overview of each of those five?

Urs Koenig
Sure. So, the first is dig deep. So that’s the first pillar of leading with radical humility. It’s deep self-awareness, really understanding, and that’s what people think about when they hear humility, like seeing myself accurately, not having an overly low or high picture of myself. So that’s deep self-awareness. What’s tied in there is also the humility to know that I can’t achieve everything, but I can achieve almost anything I put my mind to. So, there’s the notion of focus.

The second pillar of leading with radical humility is tough on results, tender on people. I just talked about that. Holding our people to the highest standards while building meaningful and trusting relationships with them. The third shift is called lead like a compass. So, this is getting out of the spotlight, empowering my people to execute at the frontlines, getting out of the weeds, leading with my eyes on, hands off, and comprehensively delegating.

The fourth one is full transparency. If we want our people to really be empowered to make good smart decisions at the frontlines, they need to know more. And the only way they’ll know more is if we share more. And all the research consistently shows that we think we over-communicate as leaders and the message still doesn’t get heard. So, heard, 150 times, seven different ways, and only when you hear your people paraphrasing back what you’re talking about, then you know you’re heard. What’s also tied into full transparency is, and I write quite extensively about this, the value of vulnerability.

Vulnerability is the quickest way to build trust with your teammates as a leader, as a peer, and as a direct report. So being transparent about my shortcomings and what I want to do about them. And the last shift is to champion a fearless culture. There, I’m leaning on Amy Edmondson’s work on psychological safety, providing an environment where it’s safe for anybody to speak up with questions and concerns without fear of being shamed or, worse, risking their career. So, these are the five shifts of leading with radical humility.

Pete Mockaitis
Okay. Well, we’ve had Amy Edmondson on the show, and we’ve heard some of the cool research on psychological safety. Can you tell me, are there any other veins of research or data or experiments or studies that really make this stuff pop in terms of saying, “Whoa, this is not just your opinion. This is gold”?

Urs Koenig
So, there is a particular study I’d like to talk about, but there is actually research on how humble leadership transforms into better bottom line results. So, there’s plenty of academic studies: higher employee engagement, better relationships, you know, healthier team dynamics, and ultimately actually better bottom-line results.

There was just an HR study published last week which showed that humble leaders are actually more likely to get promoted themselves. Why? Because they’re talent incubators. They grow and build their people up, and, as such, they become more successful leaders themselves, “So who do I promote? I promote the people who build other people up.”

But one particular study I’d like to talk about is this notion of vulnerability building trust. So, there is this study where pairs of complete strangers are brought into a lab, and they’re tasked for 45 minutes to ask and respond to meaningful personal questions, such as, “What does love and friendship mean to you, Pete? And if you only had one year to live, what would you change?” At the end of the 45 minutes, these complete strangers were asked to rate the level of trust they developed with their partner, 45 minutes.

When they responded, they rated their level of trust about as high as the level of trust they have with their average person in their lives. Some even rated it as high as their level of trust they have with their significant other. And I love this, one pair even got married. But what the research shows is that even sharing for brief periods of time with vulnerability is an incredibly powerful way to build trust in relationships.

Pete Mockaitis
Okay. Well, could you demo some of this for us in terms of either these conversations or these questions? I guess it’d just be really nice to get a view of what is this humble leadership, radical humility stuff look, sound, feel like conversationally, as opposed to perhaps the average or the norm that we’re accustomed to in our professional communication interactions?

Urs Koenig
It looks like asking for feedback. You know, Pete, it’s all simple stuff, but it’s not always easy. At the end of every one-on-one with my team members, I ask for, “Hey Pete, what do I do well as your manager? And what can I do better?” Increasing our self-awareness by constantly asking for feedback, and we don’t have to be a leader or a manager to do this. We can do this in project teams, right? We can ask our team members, “What do you see me do well? What can I do better?” That’s one thing.

Another piece is wanting to get to know my team members or also for the project team, my teammates, on a more personal level, actually having a conversation about what’s going on personally with their lives. So, getting to know people as whole human beings versus just worker bees. So, self-awareness by asking for feedback and deepening relationships.

And Gen Zs want this. Like, it’s all the research out there shows we want meaningful and trusting relationships at work, and some studies even show that those young adults actually value relationships and relationship culture more than they value salary and money.

Pete Mockaitis
Well, Urs, since you’re an example for vulnerability, I’m just going to put you on the spot. When you’ve asked people these questions, what have they shared with you and what changes have you made as a result?

Urs Koenig
I have been told that I, especially early in my career, that I was too rigid. I’m Swiss, right? Too organized, too structured, and not flexible enough actually, and so that I needed to sometimes soften up a little bit and maybe look at things from a different vantage point versus just powering through the original plan. So that’s one of the things I most definitely learned about myself.

Pete Mockaitis
All right. And how have you implemented that to become more flexible?

Urs Koenig
Well, I actually then, what I do is, “So Pete, you give me that feedback, what suggestions do you have for me to actually do this?” And so, I have team members hold me accountable for it. So, I say, “Okay, I’m working on becoming less rigid and more flexible. Give me feedback in the moment when you see me go down a rabbit hole, and just stick to the original plan because we said we should,” instead of asking, “Hey, what other options can we look at here? Or, how might we approach this a bit differently?”

Pete Mockaitis
And then, tell us, if folks are asking for this feedback, and folks are reluctant to give it, do you have any pro tips on how we can encourage that all the better?

Urs Koenig
Yeah, it’s an excellent question. It happens all the time, right? So, one of the options is to actually call it out explicitly. Say things like, “Hey, I know it can be uncomfortable, Pete, for you to give me feedback. I feel exactly the same way with my boss but I actually see your ability to give me honest feedback as part of your professionalism.” That’s one thing, call it out explicitly.

The second piece, the second thing we can do is we can actually say, “Hey, Pete, I’m working on becoming a bit more flexible. What feedback do you have for me on how I’m doing with this?” So instead of keeping it just open-ended, I make you give me feedback on a goal I already identified for myself so that it makes it less threatening for the person to be honest about giving feedback.

Pete Mockaitis
Yeah, that’s good. And I’m reminded of some of my work experiences where I’ve had folks, managers I’ve worked with, and we talked about some things I was looking to work on and learn from the project, and then they just flipped it right around and said, “Okay, and here’s what I’ve been working on.” I was like, “Oh, wow, okay.” And it was just really cool to see, as well as, “All right, well, hey, as we start working together, how about you chat with some other folks who’ve worked with me historically and they’ll give you a little bit of a sense of what I’m like to work with?”

And I just found those so striking in terms of like, “Oh, wow, you are a human who is aware that you are imperfect, and you have no need to try to hide that from me or show me how impressive you are as the big boss,” and I just immediately respected them more from right off the bat.

Urs Koenig
You know, I love what you’re saying here. It’s exactly that. So how many of us have bosses who are so arrogant and so full of themselves because they’re actually deeply insecure, right? So, actually, people challenge me sometimes, “As a humble leader, you’re just weak. You’re an emotional doormat.” But, no, to actually humbly invite feedback and share what I’m learning, what I’m working on myself, I need to be fundamentally confident in myself, have a fundamentally strong sense of self, only then can I do what your boss did as well, or I’ll humbly ask for feedback on what I can do better. I need to fundamentally be confident in myself.

Pete Mockaitis
That’s right. You have to have some self-confidence and some courage. So, help us out, Urs, what if we don’t have that yet, and we’re like, “Oh, my gosh, that sounds really cool in this utopian happy work-life world, Urs, but that actually sounds kind of terrifying to me”? How would you speak to those folks?

Urs Koenig
Start small. If you’re concerned about asking your boss for feedback or as a leader or your direct, ask a peer. Ask your best friend at work. So, ask somebody who you’re close with at work for some feedback, and start there and then build from there. And you know what, it’s a contact sport. So, humility is not for the meek or the weak. So, it is tough, right? So, there’s no two ways about it. We need to make ourselves uncomfortable to actually grow. So, in time, I would encourage and push everybody to just always take a step further than what you’re comfortable with.

Pete Mockaitis
These are cool examples, Urs. Can you lay some more on us in terms of transformational conversations that unfold in this radical humility style that you’ve seen go down, people talking and growing as a result?

Urs Koenig
So, one example I love is Brad Smith, the former CEO of the financial technology company Intuit. He’s now president of Marshall University. He volunteered to his board to do a 360 survey. A 360, as many of you listeners probably know, anonymously surveys everybody around you, around your strengths and weaknesses as a leader. But he then shared his 360, which he volunteered with his board, but he sent the report to the entire company via email.

So, the anonymous feedback that he got back, he sent to everybody at the company. He even taped, back then, a copy to his office door. He even taped the copy to his office door for everybody to see. So, what happens in the process? The top dog is sharing his shortcomings and strengths, with some vulnerability, publicly, and in the process makes it safe for everybody at Intuit to start working on their own stuff as well. So that’s humble leadership in action.

Pete Mockaitis
That’s cool. Well, do you happen to know any of the spookiest elements on that 360 report?

Urs Koenig
I am sorry, I don’t.

Pete Mockaitis
“I’ve received a lot of feedback that I’m a total jerk and a toxic boss. Very helpful. Thank you.”

Urs Koenig
That’s right.

Pete Mockaitis
Well, I guess, because you wonder, Urs, like, in terms of how much volume vulnerability is too much, or in terms of it’s like, “Oh, shoot, we’ve uncovered some deeply troubling things here. I don’t know if I want to broadcast that to the world”?

Urs Koenig
Absolutely. So, a couple of things there. So, I often talk about humility in three acts. So, the first act is me. The second act is what I’m sharing, maybe an insecurity, something I’m working on. And the third act is, “What am I doing about it?” So, give me the three acts. Don’t just talk about all the stuff you suck at. Go all the way to the third act.

And then the other piece is there is definitely, this is why this is a thinking-person sport, places and times where you share more, and places and times where you share less. And so, this is about reading the situation, knowing your audience, and in a one-on-one with somebody you feel close to at work, you probably reveal a bit more about your weaknesses than publicly in your first senior leadership management meeting. So, it’s situational, is the best I can say here.

Pete Mockaitis
Okay. And with the notion of being tough on results and tender on people, I’d love to get your pro tips on if folks are so tender on people, they find it difficult to be tough on the results, they’re softies and they realize they need to hold people to a standard, but they’re very uncomfortable doing so, any pro tips for them?

Urs Koenig
It’s actually one of the most common mistakes people make when they hear my topic, when they hear about humility, when they hear vulnerability, then they are too conflict averse, and they think that it’s not actually holding team members accountable. So, one thing, identify the one tough feedback you know you have to give and you haven’t given it, and go and do that. Just one. One tough feedback. Identify it and go and give that.

Pete Mockaitis
All right, Urs, can you give us an example of a time you’ve done this, and what you identified, and what you said and what went down?

Urs Koenig
Well, I had, during my peacekeeping command, my first warrant officer was so nervous and so on edge that he endangered all of us in his handling of his weapon. So, I had to let him go, and he was the nicest guy. It was really hard to do. He was so motivated, the nicest guy but he just didn’t have it in him. So, I had to basically sit him down, and in a very loving way, tell him, again, “I love you, Marcus. You’re a great guy. You really try hard but you just don’t deliver. I cannot take you on a mission. You’re not fit for mission. You’re fired.” That’s it.

Pete Mockaitis
Okay. And what did he say to that?

Urs Koenig
He cried.

Pete Mockaitis
All right.

Urs Koenig
He did. Yeah, but he accepted it, and he had no choice. And, to this day, we actually exchange WhatsApp messages.

Pete Mockaitis
So, it sounds like he understood that what you said was the truth, though he didn’t like it.

Urs Koenig
Exactly. I mean, Management 101, this wasn’t obviously the first conversation we had about this. There was a long process coming and lots of, in the business world we would call it performance improvement plans and whatnot. So, we had plenty of ongoing conversations around it. It wasn’t a surprise to him at all, and it never should be a surprise. That’s the other piece.

When we give our people feedback in performance reviews or otherwise on a regular basis, if they’re hugely surprised about the feedback, then you have not actually done your job as a leader. Because it’ll be an ongoing conversation, right? Not only asking for feedback, but also providing feedback.

Pete Mockaitis
And do you have any pro tips for the actual delivery of the feedback, do’s and don’ts in that conversation?

Urs Koenig
Well, try to take the emotions out of it as much as you can. I mean, this is such a cliché almost, right? Center yourself, because often these things make us nervous. We’re anxious when we have to deliver the feedback. So, I actually use breathing exercises to calm myself down before difficult conversations like that. So, whatever your technique is, and be in a good mind space yourself, be clear around your talking points, think about what the other person’s reaction might be, have contingency plans, but be very firm on what you want the message to be and stick with your message.

Pete Mockaitis
Okay. And I am a fan of Breathwrk. I actually subscribe to the Breathwrk app. So, Urs, what’s your go-to “Calm down because I’m freaking out about this conversation” breath protocol?

Urs Koenig
Well, so I actually go and work out. So that’s the first thing I do, and that really helps me. So, I go and work out and then I do the two-minute sitting meditation basically, where I just focus on my breath. That’s it.

Pete Mockaitis
Okay. And for the workout, are we talking cardio, are we talking strength, are we talking both, are we talking intense, are we talking light?

Urs Koenig
We’re talking, for me, personally light cardio, in that case, because I don’t want to tire myself out. I want to still be ready, but the cardio certainly. I mean, the research shows it over again, helps to calm the nerves down and helps us to be centered.

Pete Mockaitis
And your light cardio is more intense than a leisurely stroll? Or where would you put that intensity?

Urs Koenig
Yes, it’s a run, or a StairMaster, or a treadmill, something like that.

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

Urs Koenig
One that comes to mind is General McChrystal. So General McChrystal. He was the commander of the taskforce fighting terror in the Middle East. And his taskforce was losing the war on terror, you know, Al-Qaeda, much more nimble, much more flexible, and McChrystal was leading top-down command control, very old style, what I call heroic leadership. But he had the humility to recognize that he needed to change the way he led his taskforce.

So, he shifted from top-down command control, or as he put it, he said, leading like a chess master, controlling his pawns on the chessboard to leading like a gardener, providing the right environment, the right culture, so that his people could execute more swiftly, and more precisely, more independently. If you think about it, as a gardener, we can’t actually make plants grow, you can’t make flowers bloom, but what you can, what you must do, is plant the right seedlings at the right time and the right spot, provide a nurturing environment by watering, weeding and keeping pests out.

So, from top-down command-control leader to humble creator of the right environment, strong relationships, radical transparency. He got into trouble with the intelligence community because he was sharing too much with everybody. And so, that was a really interesting transformation that McChrystal, a tough military leader, went through to become a more humble leader.

Pete Mockaitis
That is really cool. I like that metaphor, because, well, I like chess and gardening. So, you really do get the sense for, that is a very different vibe in terms of, “I am having all the great ideas and I am masterfully commanding that they be executed. I have all the smarts. You do the smart things I’m telling you to do,” as opposed to, “I can’t do much other than create a better environment that works for you.”

And so, that’s a fun example, sharing so much information, intelligence communities are upset with you. Any other examples of master-guarding behavior from General McChrystal?

Urs Koenig
He said, “Thank you became my most important word, and, nodding and showing appreciation, my most important behaviors.” And so, I don’t know if you’re familiar with his book, Team of Teams. But in terms of networking his taskforce, he asked that everybody know somebody else on every other team. So, you don’t need to know everybody in HR, you don’t need to know everybody in Ops, but you need to know one person, so that when you need to work with this other team, you don’t imagine some adversary, but actually a friendly face.

And so, he builds strong relationships across and up and down the taskforce by applying this team of teams approach where everybody knows somebody on every other team.

Pete Mockaitis
Beautiful. Thank you.

Urs Koenig
And, by the way, the taskforce became measurably more effective because of his approach. Al-Qaeda’s ability to strike was reduced by a factor of 17. And once again, or not once again, I haven’t probably mentioned it, I’m not advocating for humble leadership because you want to be nice or liked, because it produces bottom-line results, like McChrystal’s taskforce shows.

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

Urs Koenig
“Nothing changes if nothing changes.” Unless we make small changes every day, the big changes won’t happen.

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

Urs Koenig
So, I like the vulnerability research I just shared, and then Project Aristotle by Google, showing that psychological safety is the best predictor of a team’s performance, more important than talent, more important than the size of the team, who’s on the team and so forth.

Pete Mockaitis
All right. And a favorite book?

Urs Koenig
My favorite book is Endurance by Alfred Lansing. It’s about Ernest Shackleton’s voyage.

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

Urs Koenig
I like the Johari Window. The Johari Window which identifies our blind spots. It’s a two-by-two matrix, basically.

Pete Mockaitis
All right. And is there a key nugget you share that is popular, resonates with folks, you hear quoted back to yourself?

Urs Koenig
People like the tough on results, tender on people. I get asked about that all the time, and that gets quoted.

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

Urs Koenig
My website, UrsKoenig.com, or on social, I’m primarily active on LinkedIn, actually.

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

Urs Koenig
Just ask. Ask for feedback. Just ask. And ask to get to know your teammates better. Just ask.

Pete Mockaitis
All right. Urs, this is fun. I wish you many lovely exchanges full of radical humility.

Urs Koenig
Thank you, Pete. That was fun.

924: Enhancing Your Most Valuable Career Asset: Coachability with Jacquelyn Lane

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Jacquelyn Lane shows why being coachable is the key to career progression–and how to improve your coachability.

You’ll Learn:

  1. The 4 key elements of coachability
  2. How to reframe how you view feedback
  3. What to do when you’re running low on motivation

About Jacquelyn

Jacquelyn Lane is the president of the 100 Coaches Agency, codesigner of their proprietary curation process and relationship-first philosophy, and the Wall Street Journal bestselling author of Becoming Coachable. She has been with 100  Coaches Agency since its founding and is a critical pillar of the 100 Coaches Community. Jacquelyn comes to the world of executive coaching through her previous roles in the energy industry and lifelong commitment to improving the lives of all people by elevating the quality of leadership.

Resources Mentioned

Thank you, Sponsors!

Jacquelyn Lane Interview Transcript

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

Jacquelyn Lane
Thanks so much for having me, Pete. Happy to be here.

Pete Mockaitis
Well, I’m excited to dig into some of the wisdom you got in your book Becoming Coachable: Unleashing the Power of Executive Coaching to Transform Your Leadership and Life. But first, could you open us up with a really powerful story about how being coachable was really impactful for somebody?

Jacquelyn Lane
One of my favorites is of our friend Hubert Joly. And Hubert Joly was brought in as the CEO of Best Buy at a time when Best Buy was fully expected to go bankrupt. I’m sure a lot of people remember Circuit City had gone out of business just a year or two before, and Hubert was one of those people who had just come from McKinsey, he’d been a McKinsey consultant and then he’d been the CEO of another company called Carlson.

This is self-described, by the way. He described himself as being someone who had all the right answers, who knew how to do things, and that was a lot of his job, especially as a consultant, was to be the person with the answers. But he realized very quickly with Best Buy that he didn’t have all the answers and that he was going to need some help.

Luckily for him, he had Marshall Goldsmith as his coach at the time, and they decided to go against some of the conventional wisdom, which was, at that time, to cut headcount, to right-size the company, reduce expenses, and try to save it in any way they could. But, instead, he realized that the frontline workers probably had some answers.

So, he says his favorite thing that Marshall taught him was that he would go into a store, and say, “Hello, my name is Hubert Joly. I’m the CEO of this company and I need your help.” And in that moment, he became very open to other people having the answers, including, again, these frontline workers, people that he wouldn’t normally have gone to. And they did have a lot of suggestions for him about how to compete with Amazon, and what they were hearing and seeing from customers.

And, ultimately, he took their feedback and advice. He right-sized the company, or actually they didn’t actually reduce any headcount because Hubert came up with a term, he said, “We can’t afford to reduce heart-count. And heart-count is really the heart of our company. That’s how we’re going to turn things around.” And it was this amazing story where, over the course of, I think, five or six years, the company grew 330% at a time when the S&P 500 remained almost flat.

So, it’s this amazing turnaround story all because he was open to being coachable, leaned into the process, and made real change.

Pete Mockaitis
That’s good, “I am the CEO and I need your help.” That sounds about as coachable as you can get right there in terms of “I am almost desperate in terms of, seriously, you’ve got the stuff.”

That’s awesome, Jacquelyn, about the Best Buy CEO there.

I’m curious if you have another story about someone who’s perhaps more in the middle of their career.

Jacquelyn Lane
So for the sake of anonymity, I’m going to change some details of the story and just say that this is a mid-level leader at a major manufacturing company. And, we were approached about finding a coach for him.

There were some things that he was struggling with, where he just wasn’t listening to feedback particularly well. Some people on his team were either a little bit afraid of him, certainly intimidated by him, just had this attitude that he knew best. And, I remember when we talked to the head of HR, and she told us about him, she mentioned that this is a great guy that we would love to see promoted in the organization, but the reality is he’s burning people out.

And he’s making a little bit of a hostile work environment for them. And so unfortunately, if these things don’t change, this could be the end of his career. Right? We may need to actually get rid of him. Even though we would love to be able to promote him. Because we think that he could be someone who, let’s say, could be a major executive in the future.

And, she was skeptical, certainly, that he was going to be open to being coached. But again, he really started leaning into that process and recognized that he had to make a change. And he got excited about the process of making a change. Because he started working with a coach who was really fantastic and I think inspired him and painted this picture for how life could be different.

And so they started working on some things together. And amazingly, within three months, he got one promotion. And that was great, and they came back to us again, and three months after that, so six months have elapsed, and he got a second promotion, and they said, the head of HR said, “You would not believe the transformation, not only has he completely changed the way that he interacts with his team, they’re all, gelling as a team so much better, and it’s so much healthier, but he attributes all of this change and growth to getting a coach, and so the entire organization is now saying this is an amazing transformation.

We’re interested in being coached as well,” and she said, “But the other thing I didn’t tell you six months ago when we first talked was that there was someone else in the organization that had a very similar situation, and it was very clear that he could also benefit from some coaching, but he didn’t really want to get a coach.”

And so unfortunately now, six months later, not only has this other guy gotten two promotions in rapid succession, but that other guy is no longer with the company.  So, I think that’s a great example, too, of someone who, who leaned in and the difference that it made for them, for their life, and for the entire organization.

Pete Mockaitis
Absolutely. And then I’m curious then,  what would be an example of a behavior that someone starts or stops doing and discovers from a coaching kind of a process that  can make a big impact in terms of changing the trajectory from gonna get fired to gotta get promoted?

Jacquelyn Lane
For this gentleman, he was originally all about himself. He cared about his own role and positional power and authority. He was very proud of the life and career he’d built for himself and was vocal about that. And again, the attitude was, like, “I’m in this for me.”

And the major change was that he realized he was not going to be a leader without followers. That he needed to change his perspective into serving the people who reported to him, and to removing obstacles from their path, putting their needs first, not, you know, understanding how they were feeling, understanding the culture of the team and the organization, and just, and, the funny thing is, of course, by shifting his perspective away from himself and towards other people, he created so much more for everyone.

He created a healthier work environment for them, but he certainly created more for himself, since he did get those two promotions in rapid succession. So, it’s just amazing that that one shift can have such a profound impact.

Pete Mockaitis
How prevalent is coachability in this day and age in the workplace? And how do we measure such things?

Jacquelyn Lane
Right. It’s funny, I think of coachability as being very much a spectrum. It’s not quite as binary as coachable or not coachable. I think we’re all coachable to some extent. And do I believe that there are people who are truly un-coachable? I’m not totally sure, the jury is out for me there but that’s part of why we used the word becoming in the title of our book Becoming Coachable because it’s always this journey of becoming.

So, it’s not as common though as you might think for people to really understand what that means or how to lean into that process. Coachability is a word that’s being thrown out more and more these days, especially I hear in the world of executive search and other companies that are looking to identify successors to major C-suite roles. They’re asking, “Is this person coachable?”

So, it’s becoming more and more requested, more and more looked for, but I would say most people, maybe half of the people we talked to at the 100 Coaches Agency are ready, willing, and eager to lean into the coaching process. But I think by the way that we work, and then working with a good coach, they naturally become more coachable and more open to the process. So, if they’re going to get any results by the end, yes, they are definitely a coachable leader.

Pete Mockaitis
Well, as I think about the word, and I’d love to hear your definition, it is a spectrum. But, generally speaking, those on the less coachable side of the spectrum, when you offer some input, you’ll hear defensiveness, why that’s wrong, excuses, and more or less the input is one way or another rejected. And versus those on the opposite side of the continuum, when very coachable, would say, “Wow!”

They really think about that, they chew on it, they ponder it, and then they seek to understand it, “Can I have some examples? And then they get after that. And so, that’s how I view the word coachability. Do you have a particular definition that you like?

Jacquelyn Lane
Yeah. Now, I love the way that you broke that down, Pete, because I agree. It does have a lot to do with the way that we respond to different stimuli. It’s a mindset and some of these behaviors. Certainly, we can get into some more of that. So, to understand what coachability was and what that meant, my co-authors and I decided to talk with a lot of the people that are within the 100 Coaches community and just hear their thoughts.

Because, again, over and over and over we heard the same thing, that the best coaching engagements are with people who are coachable, that that’s the major differentiator. And so, we started digging into this, trying to understand, “What does that really mean? What goes into coachability?” And there were four key elements that came up as common themes repeatedly.

And that’s being open to change, open to feedback, open to taking action, and open to being held accountable. And if a leader can do those four things, then they most certainly are coachable.

Pete Mockaitis
Certainly. And do you have a sense from your research, just what kind of an impact on career trajectory do we have if you’re highly coachable versus not so coachable?

Jacquelyn Lane
I think it has an amazing impact on someone’s life and career. And that was one of the most surprising findings as we were really researching and writing this book was that the leaders who are the most coachable, they go on to be some of the most successful leaders.

And the reason is if you are a leader who’s open to change, open to feedback, open to taking action, and open to being held accountable, then those are all qualities of great leaders. And so, it has an enormous impact on their career trajectories, where they can go, and the type of impact that they can have on the broader world around them.

Pete Mockaitis
And I’m curious, going meta for a moment, talking about coachability, are there some beliefs you had about coachability that you used to have but you’ve since abandoned or changed those beliefs?

Jacquelyn Lane
Well, I used to believe that coachability was a little bit more binary. I did really believe, for example, that some people were beyond being coached, that they were not coachable. But really, if you are willing, I think that’s kind of the first word, willing or open, then you can be coached. But I would say a lot of people have disbelief at first, and I think a little bit of skepticism is common, and maybe even wise.

But if you’re willing to suspend disbelief for just a little bit, lean into the process, and recognize that none of us do this alone, that we all need support in some form or fashion, then that really begins us all on the process of becoming coachable.

Pete Mockaitis
And I’d love to maybe step into the shoes of someone who might be on the lesser side of coachability or might have some valid concerns or skepticism, and say, “Hey, I think I’m coachable. It’s just that most of the feedback I’m getting is from total idiots who are way off base.” How do we discern that, Jacquelyn? Like, maybe we’re getting some garbage feedback or input coaching, or maybe we’re being super defensive and resistant about it, and we got to look in the mirror. How do we make that judgment call and discern and disentangle that?

Jacquelyn Lane
Right. And maybe it’s some of both, it probably is. Most people are not very skilled in giving feedback or not trained in that. And, similarly, people are not really skilled or trained in how to receive feedback, so it’s no surprise that it’s a little bit messy in that area. I find that acceptance is a great first step. Just hearing it for what it is, and Marshall has this great simple rule, he says, “No matter what anyone tells you, no matter what the feedback is, whether you agree or disagree, it’s glowing or it’s horrible, just say thank you and only thank you.”

Because if you respond to a first piece of feedback, and you say, “Wow, that’s so great. Thank you so much for that feedback. That’s fantastic.” And then the next piece of feedback that person gives, you say, “Hmm, okay. Thank you. I’ll think about that.” And then the last piece of feedback, you respond and say, “Oh, I don’t know if that’s true,” or, “I don’t know if that’s on base.”

Well, what you’ve done right there is you’ve graded the feedback. You say, “I agree,” “I’m not sure,” and “That’s horrible.” So, A, C, and F as if you’re going to give letter grades for that feedback. And that actually makes people less likely to tell you things that you don’t want to hear. So, the best thing to do, and maybe it’s a little bit unnatural at first, the best thing to do is to say thank you and just thank you, nothing else. And that really begins that process.

But, of course, once you receive that feedback, it’s time to chew on it a little bit. Again, this goes back to what I’m saying earlier, maybe just suspend disbelief for a moment, just sit down, think about it, ponder it maybe overnight, sleep on it. And if it still feels like it was completely off base, it’s still telling because they still have that perception of you.

And so, if only for that reason, it’s very interesting to note. And they’ve given you a great gift by telling you what they really think. So, at the end of the day, if we can just change our relationship with feedback and see it as the gift it is, I think we’ll respond much better.

Pete Mockaitis
That’s well said, Jacquelyn. And feedback, really, is a gift, and that’s almost cliché, it’s like, “Oh, feedback is a gift. I’ve heard that.” But I think I’m realizing just how wisely true it is because, one, it takes a risk for someone to share something with you, particularly if it’s challenging, as opposed to, “You’re great, Jacquelyn.” “Well, thank you. That’s awesome.”

Jacquelyn Lane
“Yeah, I feel good about myself.”

Pete Mockaitis
But if someone gives you a critique, they’re really putting themselves out there, and they’re taking a risk for your benefit, maybe. And there are some sociopaths out there from time to time who are not doing it for your input. They love to watch you suffer. That happens, unfortunately, but for the most part, people who are helpful do share, they are doing so at a risk, or a cost, or some discomfort to themselves for your benefit, and it truly is a gift.

And it’s funny, in the world of podcasting, I’ve been really just going dorking out on stats lately, and I was looking in Apple Podcast and this thing called Followers, and just how, over these years, I have had thousands of people go through the effort, which isn’t that easy, to do several taps on Apple Podcast and click unfollow the How to be Awesome at Your Job podcast, which is heartbreaking.

Jacquelyn Lane
What a shame.

Pete Mockaitis
But not once has someone said, “Pete, I’ve decided to unfollow your podcast, and here’s why. There are four things that you’re doing with your show that really aren’t working for me, and so I thought it might be helpful for you to know about them.” That’s never happened once. And, likewise, I think in our own lives and professions, there are lots of people noticing lots of things we’re doing to our detriment that are harming us and our ability to get where we want to go, and are not opening their mouths when we are just blindly stumbling in the dark, fundamentally unaware of these pieces of input that we need.

You got me on a soapbox, Jacquelyn. So, where feedback is a gift, I don’t think it’s just a cliché but it is a profound truth that we reject because it usually sucks to hear.

Jacquelyn Lane
Right. And, again, we’re not trained at how to give or receive feedback very well. Again, it’s one of those blind spots in our education system. You would think that somewhere along the way, we would learn this but, unfortunately, there’s not a great system yet. And so, of course, I think of myself, anytime when I was working in corporate America, if someone said, “Hey, can I give you some feedback?” What was the first thing I did? I immediately buckle up and I prepare myself to go to battle, or to be told something really abysmal.

Like, I have a physiological reaction to hearing the phrase, “Hey, can I give you some feedback?” I think a lot of people do because we don’t normally call positive feedback, feedback. We usually call it a compliment or praise. And so, usually, when people say, “Can I give you some feedback?” they’re really meaning, “I want to give you some constructive criticism.”

Pete Mockaitis
Yeah, that’s true. They rarely say, “Hey, I want to give you some feedback about that report you gave me.” “Okay?” “It was perfect in every way. Do every one just like that, please.” It’s usually not what comes after that sentence.

Jacquelyn Lane
Correct. So, I really would love to rebrand the word feedback in that way, and start using it in both a positive and constructive way. But Marshall gets around this by doing what he calls feedforward. So, Marshall says that the word feedback, kind of by definition, is referring to something in the past. Feedforward is about, “What can you do differently looking forward?” So, that’s another way to frame it that just kind of naturally, by construction, feels a little bit more positive and a little bit more constructive.

Pete Mockaitis
All right. Well, let’s put ourselves in the shoes of the feedback receiver, and say, okay, fair enough. There’s a baseline physiological reaction in which someone is giving us feedback, we don’t like it. So, that’s sort of there. Can you share with us, is there a way we can learn to love it?

Jacquelyn Lane
Yeah. Again, I think this is a training exercise that we all go through, and I will certainly speak for myself, and say that I work on this all the time. Of the four elements of coachability – change, feedback, action, and accountability – feedback is the one I struggle with the most. And it’s some of my own, again, experiences in corporate America and my own relationship with that word.

But it’s this constant exercise that I have to make with myself to say, “Feedback is a gift. Feedback is a gift. I’m going to remind myself that this person is sharing really valuable information with me, and this is for my ultimate betterment. Whether it’s something I can improve, a way that I can grow, or simply understanding how it is that I’m perceived in the world, that is a wonderful gift to receive.”

Because, again, none of us do this alone. And especially for people who are in leadership positions, we need the reflections of other people. And it becomes so much more difficult for leaders to get feedback, especially, because there are some real and perceived power dynamics that are at play. So, especially for people who are leaders, we have to be constantly asking our team, asking the people around us, “What can I do better? What can I do differently? How can I serve you?”

And I find that people, they’re often a little shy at first, but that feedback has been just so rich, and has allowed me to grow exponentially faster than if I didn’t have that in my life.

Pete Mockaitis
Absolutely. And it’s interesting when you mentioned these senior executives, it’s rarer and rarer, and harder and harder to get. I’m reminded of a friend of mine who’s a relationship therapist say that she’s given some tough feedback to some big-deal corporate executive folks and they love it, like, “Wow, nobody gives me this sort of perspective on how my behavior is problematic. Nobody, except you, relationship therapist.” And they eat it up. So, like it’s rare but, boy, they’re open to it and it’s hitting the mark.

Jacquelyn Lane
Right. I love that they’re hungry for it. I think that attitude will take us so far. If we’re hungry for it, if we’re asking for it, I find that that is really positive. That’s another thing that’s helped me. Because when someone says, “Hey, can I give you some feedback?” That’s feedback you weren’t expecting. But when you ask for feedback, “Hey, do you think you could tell me how I did in that presentation? Do you think you could tell me how my latest podcast appearance was?” then the feedback is solicited and expected, and I find that I am much better prepared to receive it.

Pete Mockaitis
That’s excellent. So, being open to feedback, we shared that key part of it is just embracing that mindset, feedback is a gift, and returning to it. Likewise, for the other open-to’s – open to change, open to taking action, open to accountability – are there any master paradigm shifts or perspectives that really open that opening all the wider?

Jacquelyn Lane
Right. I think, for me, the other big one is change. And that is the reason that open to change is the very first in our construction, is that, really, everything is changing. And we find so many people have this idea of control, or that they want other people to change, “If only other people would become coachable. If only other people would change their perceptions of me. If only other people would make changes, then my life would be better.”

But I think the call is to look at ourselves, first and foremost, and especially for those of us who are in leadership roles, to really lead by example and be open to making changes ourselves. And the way that we live that and the way that we communicate that with other people has enormous ripple effects.

Pete Mockaitis
Well, let’s say that maybe I want to be open to change, but I’m naturally not. It’s uncomfortable. I’ve got a good groove going. I don’t want to rock the boat, but I know I should be more open to change in order to unlock new business of opportunity and goodness. So, how do I shake myself up?

Jacquelyn Lane
Again, I think it comes back to that idea of awareness or openness, and that’s part of why we use the word open to, to describe every element of coachability because we find that just that openness makes such a difference. But, again, the idea with change is recognizing that if we’re not getting better, we’re getting worse. I don’t think, especially with so many things changing in the world around us, I don’t think there’s any such thing as just staying in the same place.

Pete Mockaitis
Can you expand on that? If we’re not getting better, we’re getting worse. Can you prove it?

Jacquelyn Lane
So, I think of a few different executives we’ve seen over the years, and again that was roughly the attitude they had, they said, “Oh, I got here because of my skills, my merit, my natural personality and gregariousness, or my innate leadership skills. And I’m pretty satisfied with the life and the career I’ve built for myself. I think I’m doing pretty good. I don’t think I need any support. I think I’m going to stay here.”

And I get that to some extent, but the reality is the company continues to grow and to change. The person they’re married to continues to grow and to change, and, ultimately, that person gets left behind. And I have seen them be blindsided by both a company that has decided they’re no longer really serving the needs of the organization, and how that’s evolved, or a spouse who decides, “You know what, this just really isn’t working for me anymore.” And so, I think there’s an openness to reinventing ourselves because the world around us is not staying still.

Pete Mockaitis
That’s powerful. In some ways, that’s self-evident, and yet, if you really stop and ponder these implications, it is just a very tidy logical argument. Your surroundings, environment, world, profession, everything is changing. If you are not changing, then, by definition, you are fitting worse than you used to. And by that measure alone, you are worse.

Jacquelyn Lane
Right. That’s correct. Yeah, if you have certain skills that got you here today, by tomorrow or next year, those skills will no longer be enough.

Pete Mockaitis
And when you put a loss frame on it, it really sort of sparks the motivation.

Jacquelyn Lane
Yeah, I couldn’t agree more. And I think to myself of the example of professional athletes. No professional athlete could possibly consider themselves at the very top of their game without, at least one, and probably multiple coaches, because they recognize that even if they’re the best in the world, if they’re not still consistently pushing the limits and getting better, and working with someone who can see them from outside themselves, then they’re not going to stay in that number one spot very long.

Pete Mockaitis
Right on. Okay. So, we talked about openness to change, open to feedback. How about open to taking action?

Jacquelyn Lane
I think this one, it feels the easiest in some ways, or at least the easiest conceptually, where you can express being open to change and open to feedback, you can talk your way through those things, but action is where the rubber meets the road. So, in our example of, let’s say I want to get in shape. I can express that I’m open to making a change in my life or my lifestyle, and I can hear some feedback and some ideas from the people around me about going to the gym, or getting a trainer, or changing my diet, or any number of things.

But when it comes time to actually do the work, am I going to show up and go to the gym, and put in the reps, and do it again and again and again and again? Because, let’s be honest, change is hard. But it only works if we work.

Pete Mockaitis
Yeah, that’s true. No doubt. So, if we’re feeling lazy, do you have any words of wisdom to spark us into getting going, taking that action?

Jacquelyn Lane
Again, for me, this is where I find that I need support, I need a coach. And now, a coach can come in a lot of different forms. Certainly, this can be someone you hire as an executive coach, or a life coach, or any number of different areas and specialties that exists out there. And there are some great agencies and organizations that help people find the right coach or the right resource for them.

Or, this can be a friend, a close accountability partner, a peer that you work very closely with. In some cases, it can be a supervisor, kind of depends on the relationships that exist in someone’s life. A mentor is similar, not quite the same thing as a coach. But depending on some of those different relationships that exist in your life, you may be able to find that support that helps you remember your goals and actually take the steps to achieve them.

So, for me, again, using my own example of I want to get in better shape, I had to hire a personal trainer. New Year after New Year, I was committed to getting in better shape, and the gym was crowded, I came up with too many excuses, I can’t get up early, I don’t want to do the work. But it wasn’t until I started paying money to a personal trainer, and I knew I was going to be paying the money, whether I showed up or not, so I might as well show up. And that was what I needed to really make the change, take the action, and make it stick.

Pete Mockaitis
Jacquelyn, I really appreciate you sharing that and the humility there because you are a high-powered, high-achieving, very capable woman.

Jacquelyn Lane
Thank you.

Pete Mockaitis
Your accomplishments, your credentials are plentiful. And you want to be in better shape, and yet you were unable to accomplish that for yourself for years until you hunkered down and parted with money to have someone assist you in the matter. And in my experience with personal trainers, no offense to the personal trainers listening, it is less about their deep expertise in anatomy, physiology, and movement, and more about the fact that they make you do the thing that gets it done.

Jacquelyn Lane
Right. I could not agree more. And I’ll give you another example. So, Marshall Goldsmith, who’s my co-author at Becoming Coachable, I’ve spent a lot of time with Marshall. Marshall is, by most people’s accounts, the number one coach in the world, and has been for decades. He invented a lot of the tools that we use for coaching today. And Marshall literally pays someone to call him every single day for the last, I don’t even know how many years, to ask him his daily questions.

Pete Mockaitis
That’s right. We had Marshall on the show, and we discussed that, and I love that, so underscore there. So, a key to taking action is perhaps having another human being help you to take that action.

Jacquelyn Lane
Right.

Pete Mockaitis
Well, that kind of says that we’re already talking about your fourth open to, accountability. What do you got to say about this?

Jacquelyn Lane
The key idea behind accountability is you want to make the change lasting. So, accountability is especially pertinent if you have reached a certain goal. Again, you’ve gone to the gym, you put in the reps, so taking that action and the accountability are intertwined.

But then, at some point, I think when I’m no longer working with that personal trainer, am I still going to maintain the habits? So, I’ll give you another example, I was working with a personal trainer for about a year and a half. Again, got in great shape, I had a great relationship with him, and I was seeing him twice a week to go to the gym. But when I stopped working with him, there was a moment in time where, again, I kind of fell off the bandwagon. I stopped working out and I got really frustrated with myself, and I realized it’s because I needed accountability.

And so, my husband actually became that accountability partner for me. So, now, twice a week, we have it on the calendar, and we’d go to the gym together. If my husband does not go to the gym with me, I don’t go to the gym. Period. And I consider myself a pretty motivated person, and yet I’m so good at finding excuses why I can’t, “Just too busy,” “I got to send that email,” “I got to call that person,” “I got to clean the house.” But there’s something about having an accountability partner, be it a coach, a trainer, a friend, who just says, “No, we’re going to do this,” makes a world of difference.

Pete Mockaitis
All right. Well, Jacquelyn, tell me, any other critical do’s or don’ts you want to make sure you put out there to help people become more coachable?

Jacquelyn Lane
Yeah, I think the big thing is to remember why we’re doing it. Why does any of this really matter? And I think the answer that we came to in writing this book is, yes, being coachable helps us get more from our coaching. We have goals and ambitions that we want to meet, and that’s great, and those are important. But it’s even bigger than that. It’s not just about having a better life. It’s not just about becoming a better leader. And I agree that becoming a better leader is a great thing as well.

But engaging in this process and becoming coachable also makes us better human beings. We learn how to interact with the world around us better, to see ourselves reflected in the feedback of other people, and so we start to see our place in the world, and our impact in the world, in a more accurate way than if we just see things from only our vantage point.

Have you heard the many eyes theory? So, it’s like when a school of fish are swimming, and it looks like the whole school of fish just moves around obstacles, or again a shark will swim into the school of fish, and they will seem to disperse and rejoin. But it’s this idea of many eyes, that a single fish actually can’t function very well on its own. It’s more susceptible to predators, which is why they end up staying in schools.

And, in fact, they kind of have this mind that melds in a way where there’s these theories that the fish see through the eyes of the others, that they become aware of things in a way that they could never do on their own. And, similar, when we become coachable, that we can experience life through the many eyes. And, ultimately, the power of that is that in understanding the impact we have on people and on the world around us means that we can live more flourishing lives, we can have more flourishing communities, better flourishing families, our companies, and certainly ourselves.

Pete Mockaitis
Beautiful. Thank you. Jaquelyn’s about to share her favorite things, and one of my favorite things are our sponsors: Today, Stanford Continuing Studies and UpliftDesk.com.

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Well, now could you share with us a favorite quote, something you find inspiring?

Jacquelyn Lane
One of my favorite quotes attributed to the Buddha is that, “A single candle can light a thousand others and never be diminished.”

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

Jacquelyn Lane
I am really loving this study currently called “More in Common.” It talks about how much commonality we have with people even on opposing sides of the political spectrum. And if we can just learn to remember the things that we have in common instead of our differences, how much more powerful we can be as a collective.

Pete Mockaitis
Okay. And a favorite book?

Jacquelyn Lane
My current favorite book is David Brooks’ new book How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen. I think it is the most important book written this year. I highly recommend it.

Pete Mockaitis
And a favorite tool?

Jacquelyn Lane
Well, right now, it’d be hard to say I don’t love ChatGPT. That has been my go-to for a number of different use cases, and I’m sure everyone is coming up with creative ways to use it. We certainly are over at the 100 Coaches Agency as well.

Pete Mockaitis
Well, let us know, Jacquelyn. It’s so funny, when I play with it, sometimes I’m annoyed and frustrated, and other times I’m amazed. And so, it’s just I’ve yet to really get clear on the boundaries of, “This is what this is amazing for, and this is what it’s totally terrible for.” So, tell us, what do you think it’s amazing for?

Jacquelyn Lane
Well, I am currently using ChatGPT where I’ll tell it, “You are a world class therapist, or a world class coach. Here’s what I’m struggling with, or here’s what’s going through my mind. What would you advise me?” and just asking it for some ideas. And I can even instruct it, “Ask me a few good questions,” and I’ll answer those questions, and then the cycle continues.

So, it’s a really powerful thing if I want some quick feedback or some quick ideas to, essentially, stop looping and get out of my own head. I found that that’s really powerful. Great for summarizing content, especially on notes from a call or anything else, and putting together action plans and next-steps. It’s been really fantastic.

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

Jacquelyn Lane
I do find that the idea that’s resonated with people has been the third section of our book, which is called “To what end?” and that’s where we talk about human flourishing and the power that great leaders can have on the world. It’s really this aspirational and inspirational idea. We’d love to hear what people think about that.

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

Jacquelyn Lane
I would send them to, you can go to 100 Coaches Agency, that’s Agency.100Coaches.com. Or, you can go to BecomingCoachable.com. Of course, you can find me on LinkedIn. My name is Jacquelyn Lane. And please connect. Let’s stay in touch.

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

Jacquelyn Lane
I think just keep that growth mindset. Keep an open mind. Stay humble. Stay hungry. Ask for feedback. You can’t go wrong with any of those.

Pete Mockaitis
Okay. Well, Jacquelyn, thanks so much for this. I wish you much fun and much coachability.

Jacquelyn Lane
Thank you so much. Right back at you, Pete. Thank you.

898: How to Reduce Workplace Drama and Ego with Cy Wakeman

By | Podcasts | One Comment

 

Cy Wakeman discusses why engagement is overrated and what really drives results.

You’ll Learn:

  1. How your ego ruins 2.5 hours of each day
  2. Three questions for breaking free from your ego
  3. Why to stop saying “should”

About Cy

Cy Wakeman is a drama researcher, international leadership speaker, and consultant. In 2001 she founded Reality-Based Leadership. She is the author of four books: Reality-Based Leadership: Ditch the Drama, Restore Sanity to the Workplace and Turn Excuses Into Results (2010), NY Times Bestseller, The Reality-Based Rules of the Workplace: Know What Boosts Your Value, Kills Your Chances, and Will Make You Happier (2013), No Ego: How Leaders Can Cut the Cost of Workplace Drama, End Entitlement, and Drive Big Results (2017), and her newest release, Life’s Messy, Live Happy.

Deemed as “the secret weapon to restoring sanity to the workplace,” Cy Wakeman was voted in the top 100 leadership professionals to follow on twitter for 7 years in a row. In 2021, 2022, and 2023 she topped the Global Gurus list of Top 30 Leadership Professionals across the globe, coming in at #1.

Resources Mentioned

Cy Wakeman Interview Transcript

Pete Mockaitis
I am excited to be here as well and I have so much I want to learn about drama, and ego, and entitlement, and accountability, and results. So much juicy high-stakes stuff, Cy. But, maybe, first, could we back it up and tell us there’s a tale in which you had an accidental discovery which led you down the path of being a drama research. Could you tell us this story?

Cy Wakeman
Absolutely. I was doing some academic work, my Master’s degree, but also, at the time, managing position offices. I had 19 clinics and I was a pretty young leader, and wanted to combine my work with my studies so I could kind of do two things at once. And so, I was wanting to study how physicians were adapting to a lot of medical records, and I thought I would do a quick time study just to see if using dictation and moving to the computer where they had the keyboard would really change their productivity negatively.

So, I put an observer in every room and I had them time how much time the physician was spending with the patients or how much time they’re spending typing because I had a baseline from their dictation how much time they spent on recording. And I just wanted to see if the new electric medical record had really slowed physicians down as much as they were telling me that was the case.

And, very quickly, I got a call and I had only given the group two ways to record time – time with patients and time with the keyboard – and they pointed out they really wanted a third column, and I really wanted the research not to be changed. I just wanted to write my paper, graduate from graduate school, and be done. And they convinced me I would really lose out on a huge discovery if I hurried the completion of that course.

And I asked them, I got curious, “So, what would the third column be?” And they said, “Well, we record time with the patient, time with the keyboard, but the third column would be how much time the physician spends complaining about the keyboard and the patient.” And that was so juicy that I said, “Oh, my gosh, I’m a psychology social work background, I want to know this.” And it came out to be an astounding two and a half hours a day per person.

Pete Mockaitis
So, these doctors were spending two and a half hours a day complaining about how dumb it is that they had…and I guess this was in the early stages, it’s a new change. I guess, like, they would get old, I imagine, after some weeks or months.

Cy Wakeman
It doesn’t.

Pete Mockaitis
Like, years in, they’re still complaining for two and a half hours a day.

Cy Wakeman
Yes, the average person. So, when I found out that the average person, and it’s not just venting, but it’s internal, “This is freaking wrong. This shouldn’t be happening.” I thought, “Maybe these physicians, it’s a new change or they’re just whiners.” And I went out and I looked at nursing, I went out and looked at other healthcare, technical roles, I looked in finance, I just kept repeating this research, and the average person, good performer, spends about two and a half hours a day walking around, going, “I’ll do it, but I shouldn’t have to, and this is sick and wrong, and somebody should figure out a better way. And I was a consultant and no one asked me,” and it’s just this huge emotional waste, this source of emotional waste.

And so, that eventually ends up it’s 816 hours a year. And it’s not even about productivity because people can work while they complain. It’s about time spent being miserable needlessly because most of what people are complaining about, their suffering comes from story not actual reality. It’s their story of how things should be, not the real inconvenience of how it is. So, it just really opened up a lot of people’s minds to the emotional wastes that is really a problem.

Pete Mockaitis
That’s powerful. So, two and a half hours a day, and so some of this time is spent complaining and working at the same time, so it’s not necessarily all two and a half hours of that time…

Cy Wakeman
It’s not like we’re taking a break to vent, although some people do. But an example, as a senior vice president in a health system, we had a policy that really saw a patient or their family loss, we would be service oriented, we call it wayfinding. No matter your position, you would greet the patient and ask them where they want to go, or their family, and you would personally walk them there because hospitals are confusing complex places. It’s not always laid out very clearly.

So, while I’m doing that, with a smile on my face, “Where are you going? How’s your care here?” internally, I am thinking, “Screw all this. I have a paper bag. How hard could it be to do a GPS app to get people where they need to go. The signage around here is absolutely ridiculous.” But, outwardly, I’m kind to people but burdened because I shouldn’t have to be, “This is somebody else’s responsibility. I’m surrounded by jerks and idiots.” And it’s just that constant judging that separates and erodes, and it’s really the source of ego. It comes from ego.

Pete Mockaitis
Oh, fascinating. So, some of this complaining is internally, inside our own headspace. You’re not verbalizing it externally.

Cy Wakeman
A lot of it is. A lot of it is judging. Yup, judging not helping. It is even creating a story about someone so that it inhibits your collaboration because your mind is saying, “I already know what this is about. They’re out to get me. I’m a victim. They want to disprove me with my boss.” Like, there’s so much dialogue internal and external. But what I’ve come to do with my research is teach people two things.

I teach them how their mind works so they quit getting played by their ego, and they quit believing everything they think as if it’s true, and I teach people how the world works so they stop arguing with reality, which is an argument you’ll lose, like, 100% of the time. Two colossal wastes of energy when people really could have an impact.

Pete Mockaitis
Oh, boy, Cy, there’s so much to jump into here.

Cy Wakeman
Is that by topic?

Pete Mockaitis
All right. So, the book is called No Ego: How Leaders Can Cut the Cost of Workplace Drama, End Entitlement, and Drive Big Results. So, maybe first, let’s just define ego. What precisely do we mean by ego?

Cy Wakeman
So, ego is not a bad thing. We all have it. The way I talk about it is it’s a part of your mind that can provide protection, it helps you when you’re two years old, separate out from your mom, and come to know that you’re separate in the world. And, as human beings, we tend to really overuse it. It’s a very primitive part of our brain. Its job is really to keep us safe and be pretty paranoid, and not give people benefit of the doubt.

The way I explain it is, like, if you imagine having a light switch on your forehead, like a toggle switch, an old-fashioned switch, not a dimmer, not Alexa, like just a toggle switch. And when it’s toggled down, you’re seeing the world through the lens of ego, and it’s like wearing a pair of glasses, prescription glasses, but it’s the wrong prescription. It distorts your view of the world.

So, when you’re getting information in through the lens of ego, you see fact plus story, fact plus color commentary, and your view of the world is very distorted. You see the world as more dangerous. You come to the conclusion, usually, that you’re the victim, somebody else is the villain, and you’re helpless, and it’s distorted information upon which you make pretty outlandish decisions based on, and then you co-create the very thing you probably feared.

So, let me give an example. I’m driving down the road, and all I know if I told you the facts were that someone appear to be male, driving a pickup truck, bumper stickers which I disagree with on the pickup truck, saying things that I would not support, moves into my lane of traffic, allowing me less room than I prefer. So, all this happens on my morning commute as I was driving, and someone, who I described, moves into my lane of traffic, and I prefer more room than that person driving gave me.

Now, if that’s all the information I have, if I just keep it right there an accurate view of reality, I would make good choices. I would say, “Oh, my gosh, I prefer more room, so I will slow down and allow this person in, and continue my beautiful commute. There’s nothing to be upset about, there’s nothing to be mad about.”

However, many of us experience those facts and we add story, “He’s a male chauvinist. Obviously, he doesn’t care about human life. He’s the problem with this country. He doesn’t care about human life. Got up this morning, he doesn’t respect me, tried to kill me as if he owns the road. It’s absolutely ridiculous.” And it sparks in me what feels like real emotion and anger, but the anger didn’t come from reality. Our suffering isn’t from reality. It’s from the story we make up about reality.

So, what choice do I make? “I prefer safety and room between us, but given his behavior, game on, I speed up. If he wants it unsafe, I’ll show him unsafe.” And now I co-create the very thing I said I stood against, so I get to work. It’s not very bonding to say, “You know, Pete, my commute, just a lot of it is adjusting to other people moving into my lane with less room than I prefer. How was yours?” There’s no bonding to happen.

But if I’m like, “Oh, my gosh, thanks for asking. Attempted murder. This guy, like, literally, tried to take me out, and it was absolutely ridiculous and it escalated.” And now, what my ego has got me doing is just crunching on dopamine, crunching on like a brain cocktail, and actually believing everything I’m saying. And we operate at that heightened distorted view of the world.

And the conclusion I come up with is, “I was an innocent victim. He’s a villain,” and that we have to have very harsh consequences, two people who act like that. And we just keep separating it out. At the time at work, we need to be collaborative, we need to be inclusive, we need to be turning towards one another, and putting all ideas on the table. We’re judging, not helping.

And so, when you’re toggled down, you’re using the most primitive part of your brain and you usually don’t have very many options. You have fight, flight, freeze, or fawn, so what people do is they say, “There’s nothing I can do.” They disengage. They create impact. They disengage, they can’t have impact, and so then they feel, like, work is not engaging them but it’s actually their story that’s not engaging.

But when we’re toggled up, because we have another option, you’re bringing coherence, you’re using high levels of consciousness, you’re seeing the world as it really is. And when you’re toggled up, you have a thousand more choices, and it doesn’t feel like such a burden. And so, as you toggle up, you’re naturally your best self, you’re most evolved, you’re highly accountable, you’re collaborative, you’re resembling all the things that you could be to really co-create some amazing things.

But most people toggle down, outsource their happiness and their circumstances, rather than toggling up, seeing reality as it really is, and looking for ways they can plug and play that rebuilds and has impact, and is inclusive and collaborative, and creative and innovative. And so, once I can teach people how to run their toggle switch, which is simply through the act of self-reflection and questioning your own thinking, once I can teach them that, the same job is very different, the same colleagues are partners.

It’s not toxic positivity. It’s not just thinking better about people. It’s seeing reality as it really is so you realize most of what you thought happened never did. So, it was just your brain trying to protect you.

Pete Mockaitis
Okay. All right. So much good stuff here. So, toggle up, toggle down is like we sort of have a switch or a gear shifter, and we got the down mode, which is our primitive lizard limbic stuff, fight, flight, freeze, or fawn. I understand fight, that’s aggress, “Let’s rip into it.” Flight, “You know what, I’m out of here. Forget it,” leave the room or check out.

Cy Wakeman
Or quiet quitting, “I stay and just quit.”

Pete Mockaitis
Yeah. Freeze, that’s just sort of like you just sort of disassociate or do nothing. You’re just sort of like do. And, now, what’s fawn? I don’t know about this one.

Cy Wakeman
Fawn is when, let’s say, we stop at the gas station, the guy goes, “Hey, sorry I cut you off.” And I’m like, “It really wasn’t any issue. I didn’t even get upset about it. I understand. It’s hard to drive a pickup, especially with all those bumper stickers on it. It might be difficult.” It’s that fawning is really a passive-aggressive approach.

So, like, in a meeting after the meeting, you talk really aggressively about what happened. And then when somebody asks you directly, “Do you want to add any comments or talk about the risk of this idea?” you’re like, “No, I think it looks amazing.” So, it’s really kind of self-abandonment, fawning is.

Pete Mockaitis
Yeah, and it’s interesting to think of it in the same context of those other options because it almost feels more devious and conscientiously chosen.

Cy Wakeman
And people say, “Our culture is just nice. We treat people like family.” I’m like, “That sounds a pretty dysfunctional way to treat family.”

Pete Mockaitis
Yeah. Okay. And then toggle up, so I like it. There’s a limited set of options versus toggling up. I’ve got a whole broader set of options, like, “Do I engage? Do I give a gift? Do I problem-solve something?” So, there’s a whole lot of ways we can go about that. All right, understood.

Cy Wakeman
And, usually, when you’re toggled up and you’re in high levels of consciousness, you’re helping not judging. You’re curious, you’re compassionate, you’re open-minded, open-hearted, “How can I give a person the benefit of the doubt? How can I turn back towards them? How can I approach this with curiosity?” because you’re not being driven out of, “I’m in danger and I have to do drastic things.”

Pete Mockaitis
Okay.

Cy Wakeman
I think your listeners want to know if they do this, go on social media, read some posts you disagree with, and look at how you respond. So, if you agree with me, and write, and like, “Heck, yeah, Pete, great post.” If you don’t agree, I just put an emoji, like a calf and a poop symbol, and go, “I hate for this woman to be my manager. She sucks,” after a one-minute video. And instead of, “Tell me more,” or, “How might you apply this to this particular situation?”

Like, so many of the algorithms in our daily lives drive us towards polarization and settle in cognitive dissonance where many things can trip us in time with simplistic polarized yes-no, “Whose camp are you in?” and then, like, “What if we can sit if there’s only one camp?” It’s like the world and the human race. There’s all these divisiveness, and that’s really the work of the ego.

Pete Mockaitis
All right. Well, so then what are the tools we would use to do the toggling up to get out of some of the drama and unpleasantness here?

Cy Wakeman
Really simple. There’s these great questions that will set you free, and the first question I like to ask myself is, “What do I know for sure?” And that loosens the ego’s grip on my view of the world. Like, “You tried to kill me,” like, actually, I don’t know that for sure. “He’s a male chauvinist pig,” I don’t even know if it’s his pickup. I don’t even know if he believes the bumper stickers. I really don’t know what those four words mean to him.

So, when I ask, “What do I know for sure?” it gets me back to reality. And then the next question, now that I’ve stopped judging, I can ask myself, “What could I do next that will help? If I say I want world peace, what can I do next to be peaceful? If I say I want safe commutes, what could I do next?” And now it brings us back into helping, not judging, and personal accountability. And sometimes what I can do is just bless them or give them the benefit of the doubt. It doesn’t have to be any action.

And then a really final call for me is I often ask, because I want to live according to my principles and integrity, is, “If I were great right now, if I were my most evolved self, what would my next right action be?” And those three questions, those questions live in me. I just walk with them and I ask my teams a lot. So, when they come in and they’re mad at that colleague, I’m like, “What do you know for sure? Now, that you’ve stopped judging, what could you do to help? And if you were great right now, what would great look like?”

And that, people in their higher self, they usually come up with really helpful things that will move things along in the direction we all hope for.

Pete Mockaitis
All right. Well, maybe could you give us an example? Let’s say someone is upset, they feel like they should’ve been included on an email, on a meeting. They feel undermined, cut out, excluded, something along these lines. It’s like, “I was not consulted, and I don’t like it.” How would we work through that?

Cy Wakeman
So, I would first premise with is a lot of people are like, “I just need to vent,” and they think venting is sharing feelings but venting, really, is a behavior, and it’s not sharing feelings. Venting is feelings plus story. So, feelings are like, “I’m frustrated.” A little context is, “I understand there’s a meeting that happened that didn’t include me, and I have some expertise in that area. My preference would be getting included.”

The venting is the respite, “They did this crap on purpose. They’re purposely excluding me. They want to discredit me. They’re trying to get by with something. And then you go back in history, they’ve done this 18 times. I’ve kept score.” That’s the venting part. So, let’s say my team member Alex comes in, and for my team, we’ve committed to note third options. You can either step in and impact. You can radically accept and extend grace, mercy, and tolerance.

But the third option where they don’t want to do either one of those, they just want to vent about it, most really great spiritual teachers, if you want little suffering, say, the third option, you can impact, and not control, its impact, or you can radically accept. Alex comes in, and says, “I’m so frustrated.” And as a leader, I want to validate his feelings, his experience, I’m like, “You look frustrated. What’s up?” “Well, Sara didn’t give me the information I needed for my report tomorrow. I’m going to have to stay late and I’m going to miss my kid’s ballgame.”

So, I can validate for him his experience, “Gosh, that sounds frustrating.” What I don’t need to validate as a colleague, a friend, or a leader, is the sense his ego is making of that.

Pete Mockaitis
Yeah, “Boy, she really did you dirty there.”

Cy Wakeman
Yeah.

Pete Mockaitis
We don’t go there.

Cy Wakeman
Feelings sharing is like, “I see you’re frustrated,” but when he goes on to say, “She does this crap on purpose. She’s just trying to discredit me. Ever since she got that promotion, she thinks she’s all that bag of chips, and doesn’t realize that we’re still equal.” And I’m like, “Time out, time out. Two choices. If you were great right now, what would great look like? Please step up and impact this.” And he might consider that because self-reflection, you can’t vent and self-reflect at the same time. Your brain cannot do that.

That’s why it’s such a good hack because you can’t vent and help at the same time. So, I’m like, “Consider this question. If you were great right now, and you really wanted to impact your working relationship, that you were included and informed, what would that look like?” And he’s like, “Ahh, I could just simply like maybe put a reminder on our calendar three days before due date every month I needed the information, and to reach out to her to see if there’s any issue.”

I’m like, “Oh, my gosh, awesome. Go be great.” He’s like, “Yeah, but I shouldn’t have to.” The ego came calling. And I go, “Oh, my gosh, you were almost great.” The ego makes up rules that aren’t real and then when people violate it and we get really mad about it, like, “I shouldn’t have to put a reminder on a colleague’s calendar that’s helpful.” So, I said, “No problem, you don’t have to impact it. Then your other choice is can you radically accept it, that some days are like that? Have you ever been in a position where you missed a deadline? Can you extend mercy, grace, and tolerance?”

And his heart softened. He’s like, “Oh, my gosh, yes. She’s a good team member. We’ve had a lot going on. She helped me out before.” And I said, “Perfect. Like, can I help you? Like, if you have to stay late, I’ll pull some numbers for you. What do you need?” And we start working on that, and Alex goes, “Well, wait a minute. So, she’s just going to get away with it?” And I’m like, “So, you’re not letting it go? So, you’re going to impact it.”

And when you put the bagel in a squeeze box like that, you can see it grows more and more ridiculous, “So, you want her to pay for it and you don’t want to help her remember it, and you want an engaging great place to work without you being willing to do any part in helping your human companions?” And so, that whole piece of it, in the beginning, people get really mad because the ego can’t find a place to be a victim in there. It’s like adulting. It’s how the adults step up to impact. Yeah, it’s like adulting.

Pete Mockaitis
These are fantastic distinctions which just really clarify and crystallize things. So, sharing feelings plus context is different than venting. Venting is creating a big old story, it’s like, “I felt this associated with these things.” Okay. And then the main choices are: make an impact, change the situation, radically accept this is how it is, and extend mercy, grace, and tolerance, which feels nice. But don’t vent because then you’re just sort of giving ego fuel and being a victim, and that’s not really great for anybody in terms of our emotions, our engagement, our feeling good, our work relationships, etc. So, that’s cool.

Cy Wakeman
Exactly. And that’s a great point because a lot of people, I’m like, “So, why do you want to vent?” They’re like, “I want to feel better.” I’m like, “I have a more scientific way proven to feel better, which is accountability.”

Pete Mockaitis
Absolutely. Yes, I’ve seen some of the research.

Cy Wakeman
People are like, “I want to feel better,” but venting comes with a hangover. And the more you vent, the more you’ve trained your neural pathways that you need cheap dopamine and heightened disgruntlement. And for the ego to stay alive, it needs to stay mildly disgruntled. It eats anger for lunch. So, now you have to look elsewhere in the world for something that is wrong. And what we start doing is we outsource our happiness, “I’ll be happy when I have the perfect boss who’s never human. And I’ll be happy when everyone works exactly like I do. I’ll be happy when everyone agrees with me.” I’m like, “Well, your world has got to be pretty small then for you to get happy.”

Pete Mockaitis
Absolutely. That notion, “I shouldn’t have to,” and you said we make up rules, and then are angry when other people don’t follow them. And I’m thinking, I got a book on my shelf, Feeling Good, Dr. David Burns, talking cognitive distortions and ‘shoulds’ is a big one. I would love for you to dig into this territory a little bit. How should we think about ‘shoulds’? And what is an optimal approach when we hear our brains firing off that stuff?

Cy Wakeman
I’m so glad that you bring up on your podcast the solid evidence around cognitive distortions and all the ways that we do that. I think the best way I can explain my view on should is a question. So many people come to me as a therapist, it was about marriages, “Should I stay? Should I go?” And at work, like people come to me all the time, like, “Should I stay here and put up with this crap? Or, should I just leave and find another job?”

And what I tell people is, “If those are your questions, you’re never going to get good answers. If you want better answers, get better questions.” And when you’re using should, “Should I?” it’s a problem. One, it’s external focused, “What would you do?” or, “What would another person do?” or, “What would a good girl do?” or, “What would God have us do?”

It’s also very conditional, “I have a good week at work, then I should stay,” “I have a bad week work at work, then I should go.” So, it really keeps us externally focused. It’s so conditional, made-up, and silly. I would ask people, “What’s your soul craving right now?” or, “What do you hope to see happen? And then, how can you get that using your words and your actions, and evolving yourself to move through the world more skillfully to get that more often?”

Because that should piece has so many implications, like, “The world owes me something. There’s a formula on how the world should work. And I’m in charge of how people should behave. And I had some agreements, somebody’s ripping me off because my birthright is a perfect boss.” It really gets you into territory that you’ll be chronically disgruntled.

Pete Mockaitis
Understood. So, if we catch ourselves in a should, is there sort of like a stop, drop, and roll or key protocol or steps you recommend we do?

Cy Wakeman
When you get into should, know that you’re absolute into story of how you would prefer the world to work, but you haven’t even questioned that. You may not even prefer it that way. But when you get into ‘shoulds,’ it is the key indication that you are externally attached and you’re into ego, your view is distorted, and you’re trying to dictate and control people, places, and things, and it will lead to complete and utter misery. It’s like co-dependency.

So, the minute you just start hearing that in your language about, “Here’s what they should be doing,” or, “Everyone knows that this is how it should happen,” just back out of it, and just say, “What is it that I want to be part of creating? And if I were doing that splendidly, what would I be doing right now? Invite other people to join me in that creation.” Like, get that internally focused. Get focused on, “What if we could? And how could we?”

And, for me, those stop, drop, and rolls are energy management. So, a lot of people are putting their energy into, “Why I shouldn’t have to.” If an organization has this strategy, like, “Well, they shouldn’t ask us to do that. And here’s what we shouldn’t have to. And here’s why it won’t work,” and I say that leaders today aren’t there to manage the work of people. They’re there to manage the energy of people away from why we can’t and why we shouldn’t have to, to how we could. And people get fired up about being part of the creation process.

And so, it’s like, “Well, let’s dream and scheme what would great look like. And what if we could, how could we?” and you re-plug people’s energy into that, now people have impact, which is what we all crave, and we’re in high levels of consciousness, and we’re out of ego. We’re seeing a lot of options that we didn’t see before. We’re into creativity and we’re into some big energy stuff. Very nourishing anti-burnout stuff.

Pete Mockaitis
All right. And I think when it comes to should, in my own head, some of the most loud, or resonant, or powerful, emotionally feeling ‘shoulds’ involve things that are, I guess, associated with the law, like, “They should not be breaking the law,” or, “They should not be lying,” or sort of legal, or moral, or just like abundantly obvious resource things, that cost ten times what it could.

Cy Wakeman
It could be. I think what happens with should is it’s the way we feel justified in judging because I really believe that people are innocent till proven guilty. And so, I’m like, “They deserve a fair trial,” and I’ve already tried them and decided that what they did was wrong, or if a jury of your peers has said that by all accounts seems they have broken the law, then we support the consequence society has agreed on.

But we tend to take it out of the judicial system or out of the consequence system and put it in our own judgment system, and that’s where I have an issue. I wish people would replace the word ‘they should’ with ‘I prefer’ because that’s really owning it. That’s really owning it. Like, I grow as a therapist and social worker, and if you look at many of the people incarcerated, we can get from a privileged statement that’s really judge-y, and like, “They shouldn’t have broken the law.”

And so many times I want to say, “Come with me, give me all your money, give me all of your defenses, you grew up in a crappy environment, you have no boundaries, you’ve been traumatized, you’ve been sexually abused, your brain doesn’t work right, and you need position, power, food, something. Where’s the ‘should’ come into that?” Like, it’s very predictable when there aren’t those support systems there that the same people believing their same thinking will commit the same thing.

And that’s why most people who are saying ‘should’ have so much hypocrisy in their lives. Like, “People should not steal,” “And I cannot put something in my taxes because it’s not a big deal, and it’s not going to get caught. And the IRS is really underemployed,” or, “People should not lie.” And I lie every day. Actually, it’s a federal offense when I lie. I go into security at the CDC or NIH or NASA, the places I get to work, and if you lie to a security officer upon entry, it’s a federal offense. And they ask for my ID. And every day I turn over my driver’s license that says I weigh 150 pounds.

And so, all I’m saying is that when we are really focused on what other people should and shouldn’t do, we have these moral stances, it’s really just trying to protect ourselves in trying to control the world. Instead, I could say, “I would prefer we all seek to be more honest with one another.” That’s a more inclusive turning towards one another, but it happens a lot, too, at townhall meetings. Leaders should be kind and transparent, and create psychological safety, and make the world safe, and listen, and include.

Like, the list for leaders is long, and then in a townhall meeting, people are standing up, and are like, “Well, I don’t have all the facts, that I know that you’ve lied about this, and you fired that person,” and there are behaviors from employees that are not kind, or psychologically safe, or demanding answers, and it’s like their anger at leaders should include them, and we can also include in our leaders. Leaders should never lie to us, “Did you say when you called in sick that you weren’t sick, that you just really want to go to the Taylor Swift concert?”

And that’s where I think we need to be careful at ‘shoulds’ because ‘shoulds’ lead to shame but internally. We’re trying to shame others for not living up to it but they lead to internal shame because once I ‘should’ you, I’ve just guaranteed that probably a standard for you that I could never live up to.

Pete Mockaitis
Yeah, well said. Well, so while we’re hopping around your worldview, you also say that we should reject the fads of engaging employees and meeting their needs. What do you mean by this? And what should we do instead?

Cy Wakeman
Yeah, this is often taken out of context. What I have found out is that we really over-rotated on engagement. It’s like, “How can we create this workplace where people don’t have to face any sort of hardship and we can take care of as many needs as possible?” And while it’s beautiful, if it’s not balanced with personal accountability, it will lead to entitlement.

And so, I want people to create great engaging workplaces for high accountables. And the reason I say this is the same behavior will not please someone who’s in the state of low accountability and high accountability at the same time. So, if we need to make changes in our organization to stay competitive in the marketplace, if we slow change down, high accountables are like anxious, like, “Why aren’t we implementing this to stay competitive?” But if we speed change up, low accountables are getting anxious, like, “Why do we keep changing things? Why can’t we keep it the same?”

So, to think that we can engage people in a state of low accountability is really just not supported in the evidence. I can only work with the willing, and engagement has a lot to do with my shared accountability to lead. And what we found in the research, people in states of high accountability are more reasonable and they engage more easily in the same workplaces that people are in, say, low accountability are disengaging, that there’s a big part of engagement that is a choice that says, “I realize reality will be imperfect, and I would like to join you in relationship where we can move through that skillfully.”

And a lot of people, their minds are very conditional, “I’ll buy in as long as I get communication and I get this, and no one ever adds something on, and we’re all paid the same, and we’re always given enough notice.” And I’m just like, “What are the odds that that world is ever happening?” And it’s like, “Then what are the odds of you ever engaging?” And the part about that when you disengage is that you feel separate and you feel not part of something. And if you are a disengager, you will disengage at many relationships over time.

That’s just my therapist background, “I just show up at work and do no engagement. I do nothing. I hate it there. My life at home is amazing.” And I’m like, “Probably statistically impossible.”

Pete Mockaitis
Okay. So, then when it comes to engaging employees, it’s not so much that, “We’re going to do a thing that’s going to engage them,” but rather…

Cy Wakeman
“I can’t buy you love.” “I cannot buy your love,” that’s co-dependency.

Pete Mockaitis
Understood. And, likewise, meeting their needs, it’s sort of like there’s an independent sort of responsibility piece that cannot be fulfilled by an external third party. Is that kind of your main message there?

Cy Wakeman
It’s my main thing. And I’m not anti-engagement. I think the people that work for me would tell you that it’s a fantastic place to work. We have very few rules. We just deliver great things. But the prerequisite is that you’re an adult, and a high accountable, and have a lot of skills to move through the world with a lot of loving kindness, inclusivity. The key is I can’t buy you in. Buy in is a verb. If you buy in, then we all have a responsibility to create a wonderful workplace.

And so, here’s a great tool to see where you’re at on this. A lot of people do engagement surveys, and then the leader comes in and says, “Okay, here’s what you said in the survey. Let’s make a list of what we need, what you want here at work. Like, what do you want? What would great look like? What do you want created?” And people come up with a really gold-plated list, like, “We want everybody included, and everybody should be consulted. Decisions have to be made quickly, and even if we don’t have expertise, and even if we have no stake in it.”

And this list is long, and most people want the leaders to take that list and go fix reality and deliver that. And a real question is, “Before I take that list to somebody’s leader,” I say, “Well, here’s the second part to this assignment. What are you personally willing to do to get it?” And a lot of times, that list is really short. The list is long that they want, and what they’re personally willing to do is, like, “Wait for it,” or, “Be here when you get back with it,” or, “Participate if everybody else does it.”

And I’m like, “What are the odds of that working?” And we just fill that list more robust where that’s personal accountability. And then our really awesome list is the third list, “Now that we have people participating, what can I, as your leader, what can the organization do to support all of this?” And that’s called attribution in a healthy way.

When high accountables are stressed or suffering, they first look to themselves, and they go, “What’s my part in this?” Like, I was betrayed in a marriage. Everybody could think he was the bad guy. I had a part in that. I abandoned myself long before he abandoned me. Like, I compromised on some. Like, if I don’t learn that, then I can’t really trust anybody in a relationship. I had to learn that.

So, once people identify that, then it’s like, “Here’s what we’re willing to do. What can the organization do?” So, when a high accountable suffers, they go, “I’m in pain here. What’s my part in it? And then what do I need from others?” And then they use the words and they don’t demand it. They request it and work to a solution.

If somebody is in low accountability, and they’re struggling, they skip that part where they attribute anything to themselves, they’re like, “I’m struggling. My leader sucks,” or, “I’m struggling.” What the ego does is it intellectualizes feelings, like anxiety into grievances. I wake up today anxious. I do a body scan, and I’m like, “I feel anxious. And so, great information. How can I move through today knowing I feel anxious? I can be more careful with people. I can really remember that they don’t read my mind and ask for what I need, and move through with that information.”

A lot of people have outsourced their happiness. They wake up, and go, “I feel anxious,” and then they intellectualize it, they’re like, “Why? Oh, I know, because my leader doesn’t tell me anything.” And so, we’re intellectualizing so many things into grievances, and now we’re outsourcing, we’re dependent upon everybody else for how we feel, we’ve outsourced that.

And I’m just inviting people. This isn’t blaming the victim. A lot of people get in, like, “Oh, she’s gaslighting.” And I’m like, “That would be your ego trying to discredit. Just stay curious for one minute longer and just wonder if your life might improve if you just reflect on what is also your part in this, and how can you partner differently with the people that can help you.”

Pete Mockaitis
All right. Cy, this is a refreshing completely alternative way to run the brain to a common practice and culture, and I dig it. Tell me, anything else you really want to make sure to mention before we shift gears and hear about some of your favorite things?

Cy Wakeman
I really invite people to do what you did, the books on your shelf. Get to know you as a human being. Where is your co-dependency? Where is your dysfunction? Where is your trauma? Where is your own cognitive dissonance and limiting beliefs and ways your brain is playing you? And as you discover that, a whole new world sort of opens up to you. So, I just encourage people to become a student, a curious person.

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

Cy Wakeman
Okay. Favorite quote, most of them that I love are from Rumi, a poet. And favorite quote is, “Out beyond the ideas of right-doing and wrongdoing, there is a field. I’ll meet you there.” And that’s just really a call for me to get out beyond judgment and just meet people where they are, and love people up, and call people up.

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

Cy Wakeman
My favorite study is the study that showed the observer effect, where as they shut light, it acted differently when it was being observed than when it wasn’t being observed. And it really just shows that we’re always involved in a process of co-creation. So, take your part of co-creation very seriously. We’re always affecting the outcome.

Pete Mockaitis
Yeah, that experiment is so trippy.

Cy Wakeman
It’s mind-blowing.

Pete Mockaitis
Some folks are like, “This is proof we live in a simulation.” I was like, “You know what, I don’t know if we can jump to that conclusion.”

Cy Wakeman
It’s mental blue pill Matrix. I’m like, “No.”

Pete Mockaitis
It certainly makes you scratch the head, like, “What is going on here?” And a favorite book?

Cy Wakeman
My favorite book is, I’m huge into poetry, so my favorite book is anything by David Whyte, probably Consolations.

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

Cy Wakeman
I’d say it’s still low tech, my journal. If it needs to be self-reflected on, or remembered, or attended to, it goes pen to paper. I really think all war internally belongs in the ear. Once you get out beyond the ego, you can see it for what it really is. So, it’s got to be pen and paper, Byron Katie from TheWork.com talks a lot about that.

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

Cy Wakeman
Yeah, your ego is not your amigo, and stop believing everything you think, every question. If you think something that causes you, like you’re hooked, or you’re sure, or you’re out of curiosity and compassion, I would question them.

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

Cy Wakeman
I am at Cy Wakeman everywhere. Our newsletter is fantastic and you can sign up for that at RealityBasedLeadership.com/newsletter. We don’t sell you stuff. We just give you a great short content to consume and use with your team, friends, and colleagues.

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

Cy Wakeman
My final challenge would be tune in more to your own thinking and be an observer of your thinking. You are not the thinker. You’re the observer. And a lot of us are moving through life pretty unintentionally.

Pete Mockaitis
Well, Cy, this has been a treat. I wish you much fun and love and minimal ego.

Cy Wakeman
Thank you. And thank you for the honor of being on the show. It’s fun to talk about these things. So, thanks for what you do.

888: How to Get Results without Damaging Relationships with Dr. Nate Regier

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Dr. Nate Regier reveals his process for practicing compassionate accountability that builds relationships.

You’ll Learn:

  1. The three switches for greater compassion every day
  2. A handy template for dealing with any conflict
  3. Why lowering standards doesn’t help those struggling

About Nate

Nate Regier, PhD, is the CEO and founding owner of Next Element Consulting, a global leadership consulting and training firm helping build cultures of compassionate accountability. Dr. Regier is a former practicing psychologist and expert in social-emotional intelligence, interpersonal communication, conflict skills, and leadership. Recognized as a Top 100 keynote speaker, he is a Process Communication Model® Certifying Master Trainer. Nate is the author of four books: Beyond Drama; Conflict without Casualties; Seeing People Through; and his newest book, Compassionate Accountability. He hosts a podcast called “On Compassion with Dr. Nate,” writes a weekly blog, contributes to multiple industry publications, and is a regular guest on podcasts.

Resources Mentioned

Nate Regier Interview Transcript

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

Nate Regier
Pete, it’s great to be here. Thank you.

Pete Mockaitis
Well, I’m so excited to get into some fresh wisdom from your latest book, Compassionate Accountability: How Leaders Build Connection and Get Results. But first, I think we need an update on the barbecuing situation. Are you still competing? Where does that stand?

Nate Regier
Well, that’s a good question. I got some good news and I got some kind of sad news. Yeah, the competing continued and, in fact, I’ve taken on helping organize a local barbecue competition in my own community as part of a festival. So, we’re doing that but, sadly, the team that I talked about last time, we’re kind of on a hiatus.

Pete Mockaitis
Oh, the butts.

Nate Regier
Yeah, my brother-in-law and the pit boss and the main organizer and the main impetus behind it all, he passed away from cancer last year.

Pete Mockaitis
Oh, I’m sorry.

Nate Regier
Yeah, thank you. So, we’re barbecuing in his memory these days but not quite the same level of competition.

Pete Mockaitis
Understood. Well, I’m glad to hear you’re continuing to stay involved and good things are happening in the community and with barbecue. I was recently on a camping expedition, and someone brought their smoker with them. It wasn’t backpacking. That would be a whole nother level of commitment.

Nate Regier
Oh, yeah, they make tabletop ones but, man.

Pete Mockaitis
And, yes, it was exceptional. So, tell me, any best practices for meat that you think normal folks who are not 100% committed at competition level should know about?

Nate Regier
Man, I tell you, I am such a fan of the Big Green Egg and you can give them almost anywhere now, and it’s just really hard to mess anything up in those things. So, that’s what I need. And they make little tiny ones. So, that’s what I’d recommend if anybody wants to get started in the smoking business.

Pete Mockaitis
Okay. Now we know. We put it on the record. All right. Now, let’s talk about the book here. Any particularly surprising, or counterintuitive, or striking discoveries you’ve made about accountability as you did your research for your book Compassionate Accountability?

Nate Regier
Yeah, a couple, actually. This whole notion that accountability is not contrary to compassion and is not in competition with compassion is really the biggest thing that we’ve been discovering in that people really seem to think that they’re different. And that when push comes to shove, most people will choose one or the other, thinking that they’re somehow opposite. And it’s just an interesting phenomenon, and leaders struggle like crazy with that dilemma.

Pete Mockaitis
Okay. So, how would you articulate the perceived disconnect?

Nate Regier
The word accountability is really loaded. This whole idea of, “We need to hold people accountable,” or, “They need to be held accountable for their actions,” it’s a huge word, it has somewhere, I think, people mean something like owning up, or maybe being punished, or maybe having consequences, or somehow need to have it pinned on somebody.

And so, the word has really negative connotations, it’s loaded. And so, it’s kind of like a hot potato, yet in leadership, as in most relationships, accountability is incredibly important for trust, for consistency, for integrity, and yet we don’t see a lot of people that are comfortable doing that in a way that preserves dignity, that preserves relationships. It isn’t kind of a gotcha kind of a mentality. And so, that’s where we’re kind of at that nexus between those two.

Pete Mockaitis
You’re right. The word accountability, it often shows up in criminal, like, law and order proceedings, “We need to hold them accountable,” which is a very different vibe, “We’re going to collect evidence and prosecute this person and send them to prison” than “Oh, hey, you didn’t quite do some of the things you committed to doing earlier in the workplace.” Very different charge and yet the same word pops up there.

Nate Regier
Well, the way you just said it invites me to clarify something that I should’ve said earlier, which is accountability isn’t something we do to people, and that seems like kind of the way you and I describe it, it’s like, “Oh, we got to go do this to them, make sure they own up and pay.” Accountability truly is something we do with people, so it’s really a process that happens within relationships. And so often, accountability, in today’s world, seems to be such an adversarial kind of a thing.

Pete Mockaitis
That’s a good one. Thank you. So, it’s collaborative process, not so much an intense, “I’m doing this to you. I’m inflicting accountability upon you.”

Nate Regier
“Oh, you’re going to pay.”

Pete Mockaitis
Lovely. Well, so before we dig into some of the details, I’d love it if you could get us fired up by sharing an inspiring story of someone who adopted some of your compassionate accountability perspectives to see some awesome results.

Nate Regier
Yeah, I’ll tell you one. I’m not going to name names because we’re kind of right in the middle of an engagement with this organization but the president shared with me the other day on one of our leadership team consulting sessions, she said, “Man, this template you’ve developed for compassionate accountability, it’s no joke.” She said, “I kind of was like, ‘Yeah, I’ll try it, I’ll try it.’” She goes, “I used it with my kids and it’s magical. Like, I couldn’t believe how we just resolved the situation.”

And she goes, “And so then I started using it with my employees and it just works.” And she goes, “I never really thought, I never really conceptualized that you could build a relationship at the same time that you’re trying to pursue accountability, and it’s really pretty cool.” She said, “I’m enjoying what it’s doing with my relationships.”

Pete Mockaitis
Well, Nate, we’re going to have to immediately go to that. Tell us about this magical template, what is it? Where can we get it? How does it work?

Nate Regier
Well, we’ve been teaching a process for engaging healthy conflict. I think I visited it with you on the last time but we’re really trying to make it simpler and simpler and simpler. And what we’ve identified is what we call the three switches of the compassion mindset. And it’s a way of thinking about ourselves and others that embodies the fullest intention, the fullest meaning of compassion. Compassion which means to struggle with.

Remember we talked about it’s a collaborative effort, these are hard things. And so, we’ve identified these three switches that we call value, capability, and responsibility. And we can give people some basic kind of guardrails and guidelines to say, “Are you keeping your switches on?” And if you have all three switches on when you’re engaging with somebody, you can really have pretty transformative conversations. And if you need more help, then we can get down to the nitty-gritty about some of the templates and formulas for how to actually do that.

Pete Mockaitis
Okay, the three switches: value, capability, and what?

Nate Regier
And responsibility.

Pete Mockaitis
Responsibility. So, then what do we mean exactly by having these switches on versus off? Could you maybe go into some demonstration of what that sounds and feels like in practice?

Nate Regier
You bet. So, the metaphor switches we chose carefully because, I’m right here, I’m actually holding, you can see these, I’m holding some switches.

Pete Mockaitis
Oh, there you go.

Nate Regier
And we have them in our house. Imagine a three-switch wall played on your house, each one runs a different light or a different appliance or whatever, and behind all these switches is this incredible amount of energy, electricity, just waiting to be used. And when you turn on that switch, you complete the circuit and you give, you intentionally free that energy to go do its job.

And so, each of these switches is an intentional choice we make on how we’re going to spend energy in order to light up the world. And each one of these switches, the switch of value is powered by this fundamental belief that human beings are unconditionally worthwhile. We are valuable because we’re humans, not because of anything we do or say. And nothing can diminish our innate human value.

And so, that invites and imply certain behaviors. Same is true for the capability switch, which is powered by…well, let me just stop there. So, anything you want to know more about there, about this whole metaphor of the switches?

Pete Mockaitis
That’s cool. I dig it in terms of we flip it on or off, and the electron can flow to light up something when we’ve got it on versus it can’t if it’s interrupted, so understood there. And then when it comes to value, yes, I think that’s fantastic as just sort of a fundamental reorientation reminder maybe for every day and every human interaction that human beings have unconditional dignity just cuts.

Nate Regier
Right, just cuts.

Pete Mockaitis
Not because they perform well or poorly but just intrinsic to their humanity, whether you draw that from a religion, or wisdom tradition, or the United Nations Declaration of Human Rights. I think that is a foundational notion that is just great for all mankind to get down with and to recall.

Nate Regier
And, Pete, it doesn’t mean that anything goes. Saying that you are unconditionally worthwhile as a human doesn’t mean you can do whatever you want because the person and the behavior are two very different things. And this is where we really start to talk about what accountability means. Because if I treat you as unconditionally worthwhile, what that means is I take seriously your humanity, I take seriously your emotions, your experiences, the way you see the world. Your innate differences are a beautiful part of who you are.

And so, I see that for what it is and I don’t judge it, but that’s very different than behaviors, performance, goals, those kinds of things. And those are addressed in the other two switches.

Pete Mockaitis
All right. Got you. So, let’s talk about capability.

Nate Regier
So, capability is the next switch. So, if we turn on the switch of value, it’s like, “Hey, I’m worthwhile, you’re worthwhile. Nothing we could do or say is going to change that, so let’s level the playing field on our humanity.” Then, capability is powered by the fundamental belief that anyone can contribute under the right conditions.

Now, that’s kind of loaded, anyone can contribute, meaning everyone and anyone can and should be part of the solutions in their lives, should be agentic beings participating in their own future, in the solving the problems that they’re dealing with, and that everyone has a capability of doing that. So, that means we look for gifts, we try to apply strengths, we teach people things, we mentor, we get curious, we learn and grow.

And when we fail, we pick ourselves up, and say, “What can we learn?” instead of saying, “Well, see, I know you couldn’t do it anyways,” which is a grave thing you would say if your switch was off. So, capability is about nurturing capacity because people are capable, and looking and finding ways that they can be part of the solution.

Pete Mockaitis
Okay. And responsibility?

Nate Regier
Responsibility now, if human beings are valuable and they’re capable, then they’re also responsible, meaning that we make choices, and we live in communities where our behaviors matter. And so, the switch of responsibility is powered by the fundamental belief that everyone of us is 100% responsible for our thoughts, our feelings, and our behaviors, no less and no more. So, what that means is, “No matter what happened before, I am 100% responsible for what I do next.”

Pete Mockaitis
Okay. So, then when we talk about the switches being off or on, what does that mean on a daily basis? Because in some ways, these are sort of beliefs or assertions, and I think that I can imagine they’d say, “Yeah, I believe those three things, so I guess my switches are on.”

Nate Regier
Sure. Yeah, so let’s talk about specific behaviors. So, let’s say I claim that my switch of value is on, and, Pete, you come to me in a moment of darkness and a moment of struggle, and you’re my peer. And you say to me, “God, Nate, I just don’t know if I feel comfortable sharing this with you but I’m just really feeling uncertain about this task that’s been put before me. I don’t know if I can pull it off. And I would hate to be embarrassed in front of my boss.”

You shared something really vulnerable that’s just kind of about what you’re struggling with. How I respond in that moment will let you know if my switch of value is on or off. Am I going to see you as less than because of what you’ve shared by saying something, like, “Dude, suck it up”? Which means I completely discounted your struggle.

Or, am I going to say something like, “Pete, thank you so much for sharing that. I’m really touched that you trusted me. I see you”? Or, maybe with my switch of value off, I would say something like, “Well, everybody feels like that at first. You’ll get over it.” Like, I just kind of say, like, your feelings aren’t that serious, and I’m not taking seriously your experience.

Or, I could turn my switch on and empathize, and say, “Man, I remember what it was like being new in my job. It sucks. I’m here for you, man.” Do you feel the difference between those two ways of responding when you kind of showed me your humanity?

Pete Mockaitis
I do, yes. And so then, I guess if someone does give a suboptimal response, like, “Oh, suck it up. It’s part of the job. Deal with it,” I could see how that’s inconsiderate, invalidating, although I’m not sure if I see how that is saying, “You do not have dignity,” or, “You do not have value as a person.” It comes off as, “I don’t care about your experience,” I guess. So, if we bundle the human experience within the human person, fundamentally, we’re getting real philosophical here, Nate.

Nate Regier
Well, you know, you’re getting at something real deep and it’s really important but I’ll let you finish.

Pete Mockaitis
So, yeah, I guess that’s what I’m thinking about in terms of distinguishing or uniting these concepts. Help me out here a little bit.

Nate Regier
So, when I say, “Suck it up,” or I say, “Oh, you don’t need to feel that way,” what I’m doing is I’m saying that I’m not comfortable with the way you’re feeling and I want to change it. I want it to be different than it is. You didn’t ask me for that. You didn’t say you wanted to feel different. I am now judging the value of your feelings and trying to change them or fix them, good or bad.

Pete Mockaitis
Okay, value of feelings.

Nate Regier
Right, when I say, “Suck it up,” I’m basically saying, “Look, I’m uncomfortable with this. You need to change how you’re feeling in order to be okay for me.” Like, somehow your worth is now conditional on you being tough or being non-emotional. Or, let’s say I just shut down.

You shared something with me, and I’m like, “Look, I can’t handle this. I don’t got the bandwidth. Like, don’t bring your crap to me.” What I’m saying is, “I can’t handle your feelings, which means they’re too hot for me. Like, I’m not comfortable, which means I don’t see them. I don’t want to see them. Like, keep them out of my sight.” And those send really important messages about who’s okay and under what conditions that really contributes to psychological safety.

Pete Mockaitis
All right. So, then the value is perhaps broader than simply the human beings’ intrinsic dignity and value and worth but rather the entirety of their human experience. You are acknowledging the value therein and appreciating it and not rejecting it.

Nate Regier
Yeah, definitely. Well-said. And some of the traditions, like the self-compassion, mindfulness meditation kind of practices, they really try to be able to experience things without judging. They call it a nonjudgmental observation, nonjudgmental presence. That’s cultivating this capacity to see myself as worthwhile, independent of what I’m experiencing, and see my experiences as really useful teaching tools that are part of who I am but they’re not good or bad.

Pete Mockaitis
Okay. Well, so now let’s hear about responsibility.

Nate Regier
If we want to talk about, like, specific behaviors. Can we take your scenario and take that through the switches?

Pete Mockaitis
Okay, sure thing.

Nate Regier
Because, let’s say you come to me with that, and I’m like, “Oh, man, that sucks. I remember that,” well, you’re still an employee, you still have responsibilities. Just because you’re anxious and not feeling good doesn’t mean you get a free ride today. Just because I care about you doesn’t mean that you’re off the hook. So, the capability switch now starts to get curious about, “So, what are the resources at our disposal to help deal with this?”

So, I might say things like, “What have you tried?” or, “I’d love to learn a little more about what’s going on with you,” or, “What are you struggling with?” or, “How can I help you?” So, now we’re starting to get kind of dynamically engaged in problem-solving, and I’m kind of owning that you’re capable of dealing with this situation that you’re in. I don’t have to fix it for you but I’m certainly happy to be helpful if you want.

But then, at the end of the day, to your responsibility switch now, the reality is you still have to get your work done no matter how you’re feeling today. And so, the responsibility switch sounds something like, “Okay, so our deadline is still Friday. How are you feeling about getting that done on time?” or, “How can I support you in meeting the deadline under these conditions?” or, “Can I still count on you n having it done?”

Pete Mockaitis
Understood. And so then, the switches, they really do seem to want to go in that order in terms of value first, then capability, then responsibility. Because if you jump right into responsibility, that says not feeling great on the other side of that.

Nate Regier
Oh, no, it’s not feeling good. And if you want to know what that feels like, talk to any of my daughters about their sports coaches. That’s pretty much where they like to hang out, is, “Here’s what you got to do. Here are the goals. Here’s what you’re doing wrong. You’re breaking the rules.” That’s all they ever do but they never acknowledge the value of the players and they never acknowledge the capability of the players.

Pete Mockaitis
All right. Well, that was a useful example. I’d love it if maybe we could roleplay some more. Let’s just say that someone doesn’t even come forward to you in the first place. Like, you discover it, like, “Wait a second, this thing is not done or has lots of mistakes. Now, I got to have this conversation.”

Nate Regier
Wow. So, now I’m Pete’s boss, and Pete hasn’t told me anything is wrong, but I’ve discovered he’s behind. And I’m his boss, so it reflects on me. I’m accountable to my peers for your performance even though I’m not the one that’s supposed to do it. And if you don’t get the stuff done on time, it kind of lets the whole team down. All right?

Pete Mockaitis
Yeah.

Nate Regier
So, now I’m the one having a difficult experience. I’m the one that just noticed something. Maybe I’m surprised. Maybe I’m anxious. Maybe I’m angry at you. Maybe I’m, like confused by, “How come I didn’t know?” So, if I’m going to turn my switch of value on for myself, what I have to say is, “This experience is relevant. I have to pay attention to it, and I got to own it. I got to do something about this.”

So, I would probably come to you and I would turn on my switch, and say, “Hey, here’s what I’m experiencing. I just want to let you know that I’m kind of anxious about something, or I’m kind of shocked about what I just found out yesterday, and I want you to know.” Well, then I have to go to the capability switch, and say, “Because I’m also capable of handling my feelings and solving my own problems,” so what does that mean?

Well, maybe I need to start asking some questions. Maybe I need to get curious with you, and say, “Hey, can I check an assumption with you?” or, “I want to tell you what I saw and see if you can shed light on this,” or, “What do you know about what happened?” So, I’m getting curious and we’re learning about it.

But if my switch of responsibility is on, what I also have to realize is that, at the end of the day, I’m ultimately accountable to my team, I’m ultimately responsible for my feelings, and I have to be a leader, so I need to do what I need to do to get this corrected. It doesn’t mean doing your job for you but it means having a hard conversation, realigning priorities, figuring out what needs to happen, getting new commitments from you, removing barriers, whatever I need to do so that you can get that job done. Or, maybe I’ll learn something when I’m curious that I had no idea, and I have to completely change my frame of mind. Maybe it wasn’t you. Who knows?

Pete Mockaitis
Okay. And could you give us some examples of actual verbiage you might use?

Nate Regier
Yeah, I might come to you, and I might say, “Hey, I’m really anxious about something I just found out the other day, and I want to tell you about it. Here’s what happened. So, I was going through the reports, and I noticed for three consecutive weeks, you’ve missed the numbers by 20%. The reason I’m concerned is because here’s what this means. So, I’m just curious if you could shed light on this. Let me know what I need to know, because, at the end of the day, this puts you in, whatever, 50th percentile, and you’ve got to be in the 70th in order to continue to get your performance raises.”

Pete Mockaitis
Okay. Understood. And then we just sort of see what happens.

Nate Regier
See where it goes, and we never know. As long as my switches are on, I can keep mobilizing responses that affirm your value, your capability, and your responsibility.

Pete Mockaitis
Okay. Well, so tell us a little bit more about the compassion side of this in terms of what are some of the do’s and don’ts for ensuring that the compassion part comes through?

Nate Regier
Well, the good news is the switches are, turning on the switches is how we manifest full compassion because our definition of compassion is it’s the practice of demonstrating that people are valuable, capable, and responsible in every interaction, so we have to demonstrate this through our behaviors. And so, the compassion part means keeping our switch on and open by affirming your value. Keeping our switch on of capability by affirming your capability, and also by taking ownership over our stuff, and letting you do the same at responsibility.

In my book, I give a lot of examples of narratives and what you actually say and how you address these situations, but that is the compassion part, it’s making sure our switches are on.

Pete Mockaitis
Okay. And you say people are these things. And I’m curious, what if folks are not, like folks are just not taking responsibility for their stuff?

Nate Regier
Well, they are responsible for the behavior whether they want to own it or not. By function of your job, you are responsible to get that stuff done. Now, whether you do or not, you might be shirking your responsibility but it’s still your job, and it’s still your thing to do. And so, that’s the conversation we have about that.

Pete Mockaitis
Okay. And so, your client who mentioned that this template is magical, what unfolds on the template?

Nate Regier
So, the template is something we teach in our leadership trainings, it’s called ORPO. And it stands for open, resourceful, persistent, open. And ORPO is a four-step process where when there’s conflict, when there’s a tough situation, where there’s a gap, and we got to talk about it, we go in, first, being open, which means touch the humanity, kind of like I did. I came in and I said, “Hey, I’m really struggling with something here. I want to check it out with you.”

Then we go to resourceful, which is where we get to being curious about what’s going on, let’s understand the problem. Then we go to persistent, and we get crystal clear about what’s at stake, what are the boundaries, what are the non-negotiables. And then we circle back to open, and finish back at a human connection point.

So, I might really shorten that example I gave earlier, I was using that template, where I said, “Hey, Pete, I’m concerned about something. I want to share it with you,” that’s open. “Here’s what happened. And I’m curious about how you saw it,” resourceful. “At the end of the day, we still have to have this in by Friday,” that’s the persistent part. Then I might finish by saying, “How are you doing with this?”

Pete Mockaitis
Okay. Understood. And then any particular verbiage, thoughts, things to say, things to not say when we’re doing this stuff?

Nate Regier
What we see is most challenging for people is to get vulnerable by letting people know how they’re actually doing, how they’re actually feeling. And people have all kinds of reasons that they don’t want to, “And I’m going to be judged,” “They’re not going to take me seriously,” “No one’s ever been through this before,” “I don’t want to burden you with my stuff.”

And so, that’s one of the hardest things. And so, if I could say anything, I would say, “Look, don’t share it because you know the other person isn’t going to take you seriously. Share it because you matter and because it’s on your heart. And you got to take ownership for yourself and share that stuff because that’s the only way you could start working with other people, struggling with other people, to start doing something about it.”

Pete Mockaitis
And so, what are some examples of this stuff that gets not shared, withheld often?

Nate Regier
Putting a lot of pressure on myself to deliver because I need to impress people, maybe, for example, which is legitimate. Why don’t we talk about it? Needing to please people. Trying to be perfect in order to, somehow, be okay, and then just getting yourself tied up in knots because you’re just never good enough. So, when we talk about those things, we can get reality checks, we can get support, we can get people in there with us, helping us figure it out.

Pete Mockaitis
Okay. And then, I’m curious, how often do folks abuse our compassion or kindness?

Nate Regier
I’ve never heard that question before, and I love it, so I’m going to take a beat here. I don’t know that anyone has the power to abuse my compassion. I would never give that to them. I can choose to be compassionate. I can choose to have my switches on, and they can choose what they’re going to do. They may not accept the invitation. They may do their own thing. But my compassion stays my compassion. They cannot change it.

Pete Mockaitis
Okay. Maybe I am comingling some ideas inappropriately. I suppose I’m thinking about compassion in the sense of if there is maybe you might call it lenience or mercy in a certain context, like, “Hey, I understand that some stuff came up and you couldn’t get it done on time. Let’s revise the deadline and make it this,” and then that’s sort of taken advantage of in terms of, “Aha, so this guy is a softy. I can walk all over him. I can make excuses.”

Nate Regier
If I did that, I would only have one or two of my switches on so that wouldn’t really be compassion. So, if I‘m not holding firm to boundaries or being reasonable, and if I’m not upholding the highest standards throughout, then I’m not doing my job and that’s not compassionate. So, I wouldn’t say that that’s a person abusing my compassion. That would be me not really being compassionate in the first place.

Pete Mockaitis
I see.

Nate Regier
And sending the message that, somehow, because you’re struggling, then the standards are lower for you. Why would we treat someone as less capable of meeting the goals just because they’re struggling? I would say we’d come around them and work with them to meet the standards. Now, yeah, there’s always opportunities where I might say, “Wow, this is a pretty extenuating circumstance. Look.”

My partner got all his flights delayed, and his family ended up in a hotel, didn’t get home till 4:00 a.m. in the morning, and we had a 9:00 o’clock meeting that day. And I was like, “Dude, let’s cancel the meeting. Let’s reschedule the meeting.” But I might’ve just given him a break for…? No. That’s kind of a one-time thing. We worked it out. We still have to get it done by the end of the week. But I guess you have to keep all three switches on or there’s no compassion on, really.

Pete Mockaitis
Now, I think that feels fresh in terms of looking at you’re being…in your worldview, you are not being compassionate if you allow someone to lower their standards.

Nate Regier
Yes, I am. I agree with you because what I’m saying is, “I don’t believe you’re as capable. I’m lowering my estimation of their capability, but I’m also shirking my responsibility to uphold the standards of the contract, of the family, of the company at the same time.” So, I’m letting my team down when I do that.

Pete Mockaitis
And what happens if we discover that, hey, sure enough, someone really is not capable of executing to the standards after all?

Nate Regier
The fundamental belief behind the capability switch is everyone is capable of contributing.

Pete Mockaitis
Contributing.

Nate Regier
That may not be in this job, it may not be today, and it may not be with this skillset. And so, what that means is we invest in them, we invite them to stretch, we are alongside them when they fail, and we don’t set them up to not be able to do stuff. It may be a different position, a new training. It might be even letting them go because this job is asking things of them that just set them up to fail. But that’s really not an indictment of their capability. It’s an indictment of their competence, and it’s commenting more on their skillset and competence for this job, so we look for places where they can thrive.

Pete Mockaitis
Got you. So, they’re certainly capable of making a contribution. However, it may be that the particular responsibilities of a role are poorly suited to them, and, thusly, they would be doing some bigger contributions in a different context.

Nate Regier
Yeah, I think sometimes we let people down because we either don’t equip them with the skills and training to do the job so they fail, or we just move them around in an organization, hoping something will work. And by doing that, we tell them we really don’t care about them as a human being anyways. And in both of those situations, the end result is the switches of capability and responsibility get turned off.

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

Nate Regier
Well, coming through COVID, I tell you what, compassion and accountability were on a wild rollercoaster ride through the last three or four years. Which one are we going to pick? And one day, we’re all in this together because everybody has COVID. The next day, we’re all trying to hold each other accountable for who’s wearing a mask or who’s not getting a vaccine.

So, I think what this has proven is you can’t treat these two things in isolation. They have to come together. Never before in our history have we needed both in full measure, together, to deal with the kind of stuff that we’re having to deal with. So, that might be my last thing I really want to emphasize.

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

Nate Regier
I’ve loved this quote, this has been my favorite for years, and it’s a quote by Wayne Dyer. I used to think Albert Einstein said it, but it’s actually from Wayne Dyer, and it says, “When you change the way you look at things, the things you look at change.”

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

Nate Regier
I’m a fan of the research that’s reported in the book Compassionomics. It’s a wonderful book about the power of compassion in the workplace. And there’s some research, neurobiological research on brain scans showing that when people are experiencing empathy, the pain centers of the brain are triggered, but when people are experiencing compassion, the reward center of the brain gets triggered. And that is critical. Different places in the brain, different things, and it shows you that compassion and empathy are not the same thing, and that compassion is actually energizing and intrinsically rewarding.

Pete Mockaitis
Well, that is intriguing. Well, now could you expand upon the distinction between compassion and empathy?

Nate Regier
Yeah, empathy is a really important human trait, where the mirror neurons in our brain, they kind of sense how other people are doing, and they replicate those sense in us. And it’s really important for humans that we can kind of sense how people are doing so we can support them. But also left unchecked, empathy becomes we just take on pain, and it just, like, fills us up, and this leads to what we call, well, it’s misnamed compassion fatigue but it’s really empathy fatigue, and burnout, and depersonalization.

But compassion, in the way that I’ve been demonstrating it throughout our conversation, that’s a dynamic, active, generative, creative process. It’s hard work but the results are great, and I feel so good afterwards.

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

Nate Regier
Right now, I can’t get enough of Brene Brown’s book called Atlas of the Heart. It’s a really cool book. And for kind of technical people like you and I, we like to see things organized, it organizes the whole gamut of human emotions. It helps give you the history of it, how it came to be, why that emotion is unique from other emotions, how to talk about it, how to express it. It’s amazing. It’s really helping me improve my emotional fluency, and I’d recommend this book to anybody who wants to get more compassionate.

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

Nate Regier
I can’t mention my favorite cordless drill?

Pete Mockaitis
You can.

Nate Regier
I am awesome at woodworking with my favorite cordless drill. But at my job, I love Calendly. I love that app for scheduling, and it’s just awesome. It makes it so much easier for people to find a place on my calendar and it takes care of the business. It was so cool that someone had just learned it the other day, called it Calendar Lily. And I’m thinking, “That’s kind of cool. It’s a calendar lily.”

Pete Mockaitis
It is. It’s like a refreshing flower in a landscape of weeds.

Nate Regier
I know, right? Makes my life easier, for sure.

Pete Mockaitis
And a favorite habit?

Nate Regier
I stretch every morning. I’ve been doing it for about 35 years. I have a routine, a series of stretches. It keeps me kind of limber. And then I love to go on walks with my dog, and with my wife, or both of them at the same time. It’s a wonderful time to process, to clear my mind, and I need the exercise.

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

Nate Regier
One of my favorites is not so much related to compassion, but we do a lot of work with personality, diversity, and communication. And I like to say that personality is not an entitlement program, and people seem to like that, especially if they’ve been burned by being trained in a personality model that puts them in a box, and stereotypes them, and people are thrown labels around, and all that stuff.

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

Nate Regier
I’d just say LinkedIn. Look me up on LinkedIn, Nate Regier, and that’ll take you anywhere you need to go.

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

Nate Regier
Yeah. I started using the hashtag #compassionateaccountability about 18 months ago. And if you go use that hashtag, you can find so many nuggets, daily tips, little things to be awesome at your job, to practice more compassionate accountability. So, yeah, just search hashtag #compassionateaccountability and see if something doesn’t pop that you can use today.

Pete Mockaitis
All right. Nate, thank you. This has been a treat. I wish you much luck and much compassionate accountability.

Nate Regier
Well, thank you. It’s our mission. I appreciate this opportunity to be with you and your guest.

806: How to Get Unstuck and Achieve Your Goals with Dominique Henderson

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Dominique Henderson outlines some stumbling blocks hindering success and how to overcome them.

You’ll Learn:

  1. The framework for managing any problem
  2. How to make big changes easier and achievable
  3. Key words you need to erase from your vocabulary 

About Dominique

Dominique Henderson, CFP® | Dominique is a husband, father and thought leader in the financial services industry. His personal mission statement is: R.E.A.L. financial advice has the ability to change family trees, and everyone deserves an opportunity to change their family tree. As a Certified Financial Planner™, coach, speaker, podcaster and author, Dominique works to help people to get “unstuck” in their finances and careers so that they can be the best version of themselves. When not serving his clients you can find him enjoying a glass of wine, traveling with his wife, or spending time with friends. 

 Resources Mentioned

Dominique Henderson Interview Transcript

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

Dominique Henderson
Thank you, Pete. Thanks for having me. Glad to be here.

Pete Mockaitis
Well, I’m excited to chat about some insights from your book Assess, Address, and Adjust: A Practical Guide to Becoming Unstuck and Achieving Your Goals. Could you kick us off with your favorite, the best-est unstuck story that you got?

Dominique Henderson
Well, I got a lot of those. The best-est one would probably be…so, I really figured that I married up. I’ve been married to my bride for 25 years now. And one of the things that she taught me or told me as an observation, when I first started my business about six years ago, was that, “Hey, so you’re a financial advisor,” and I’m like, “Yeah,” and she’s like, “And you’re hiding behind your podcast, not showing your face, and you’re trying to get people to trust you with their money.” And I was like, “Whoa, that’s a really good insight.”

And so, even that right there helped me get unstuck because I think some of the things that we realize, and I’ve realized in coaching people, is that getting out of our own head and unlearning things that we maybe perhaps we’ve been comfortable with, or other people have told us, but just getting that outside perspective, I think, is really, really one of the foundational truths of what I’m trying to convey in this book. And that’s probably my favorite story about being unstuck. It started with me.

Pete Mockaitis
And did it work out? You got your face out there? Did that bring in the clients?

Dominique Henderson
Somewhat. I got my face out there, maybe a little bit too much.

Pete Mockaitis
Well, it’s a good-looking mug, Dom. You got that going for you.

Dominique Henderson
I appreciate that, Pete.

Pete Mockaitis
Well, tell me, as you’re doing your research and putting together Unstuck, was there any particularly surprising or counterintuitive discovery you made along the way?

Dominique Henderson
So, we have to go kind of back a little. So, Unstuck is the product of a couple of things. The first is probably, if I’m just being really honest and transparent, my own selfish ambition to be, like, I want to be a writer. I’ve got a lot of stuff in me. And the pandemic afforded us some, of course, unfortunate things but also, with me particularly, the luxury of time, if you will, and to reflect.

And what I was noticing as a financial advisor, as well as a coach and consultant to financial advisors, and at least aspiring financials professionals, is there kept on resurfacing this theme, Pete, of people feeling like they had not reached their life’s potential, they were not living out their lives’ purpose, they were not fulfilling what they felt like they were on this earth to do.

And as I kept having those conversations, it kind of dawned on me when I was sharing those with my wife and just peers in my mastermind, is that I actually had some pretty good frameworks for working out what I would call where people were, which was this stuck place, to become unstuck. And so, that was the genesis, is really the pandemic. That was a blessing for me because it gave me a lot of time to reflect on those conversations, and actually put some things into action to help people.

Pete Mockaitis
Cool. All right. Well, so then could you lay it on us then, what’s sort of the big idea or main thesis if there’s an actionable takeaway you got to remember? What is it?

Dominique Henderson
Yes. So, let’s just start with the title and then we can kind of dig a little further. So, assess, address, and adjust to achieve is a framework that I’ve used for quite some time. It is not just because I like iteration and I like the letter A. It was just because when you think about a problem that you have, let’s just look at weight. A lot of people may not be happy with how they look. They look in the mirror, and they go, “Man, Dom, you could do better. You could look better. What about those six-pack abs that you want?”

Well, first, I have to kind of assess my situation. I have to see where I am relative to where I want to be. Now, we may introduce a scale into the situation because it’s a pretty objective measure for where I am and where I want to go. And then I have to address, I have to say, “Okay, based on what I’m looking at, I want to do something about this. I need to address the situation.”

And then I move on into adjust. That means behavior-wise, I can decide to diet, I can decide to work out, I can decide to do both. I can hire a gym buddy or whatever. And that’s the way that I achieve the goal that I want. So, I think when we look at a problem or a set of problems, whatever we’re doing, that’s the rubric that I’ve kind of laid out to kind of dissect what stage you’re at in relation to getting to the end result that everybody wants when it comes to fixing a problem.

Pete Mockaitis
Okay. Well, let’s say the problem we’re finding in our careers is that we’re just not feeling it. We’ve lost our mojo, Dom. I used to be fired up and energized, and now I’m just kind of ho-hum. And I’m wondering, do I need to find something else? I don’t know. If we find ourselves in that place, how do you recommend we work through this assess, address, adjust bit?

Dominique Henderson
Yeah, I think I’m always a big fan of Gay Hendricks’ The Big Leap, that zone of genius part. What do you like and what do you love to do? Start there. What was it about the job that originally attracted you to that? And if you were to just kind of assess where you are right now, what about the job is not so exciting?

I think a lot of times it’s easy for us as humans to kind of look outside of ourselves for answers to what we may be feeling as a problem or reason that we’re stuck. But then to kind of say, “Hey, Dominique,” let’s just use my own personal example. So, I’ve been in financial services for 22 years now, and six years ago, approximately, I was in this really successful firm from all the metrics and stuff you do in this industry but I was not, like, really liking the rat race. Like, I was, to your point, like my mojo was gone. I wasn’t motivated to go to work. I was just like, “Ahh, I got to go through this again today.”

And my wife was noticing this behavior in me and we were talking about it, and she was like, “Well, maybe you need to start your own. Like, if you feel so strongly about the way financial services should be rendered, maybe you need to do your own.” So, I think people need to start with those questions about, “Hey, this is where I originally was thinking about this job or how I was thinking about this job, and it’s moved away. Maybe I’ve changed, maybe the job has changed, maybe the career, the industry has changed.” Do an evaluation on that and get back to what you like or what you love to do.

Pete Mockaitis
Okay. And so, when we do that evaluation, one bit is thinking about our zone of genius, what I really love, what’s important to me. Any other key steps in that evaluation?

Dominique Henderson
Oh, yeah, yeah. Plenty. So, I think the first part of this, and we talked about this in the book, are these three pillars that I think all success is kind of placed on. If you kind of think about this as a three-legged stool, you have your perspective, you have your programming, you have your process.

So, your perspective is just kind of your outlook, your north star, your philosophy in life. Like, how do you view things? Are you a glass half full guy or are you a glass half empty? What is it that kind of gives you how you view the world?

I think that first has to be a very, very healthy spot because, sometimes, we can, and I talk about this also, we can sabotage ourselves because we are too pessimistic, we may be a little bit too cynical about the situation, or we’re just the victim all the time. So, your perspective needs to be healthy. And I think, when we’re talking about a career situation, especially with how the pandemic has changed things, we went from being around people possibly, and interacting, and having all this feedback, if you will, to now we’re remote working, or we’re going to the office two times a week or something like that.

So, perspective is really, really good to kind of revisit to make sure that you’re coming at your particular problem and this goal that you’re trying to achieve, or wherever you’re trying to go, looking at it the right way. And, sometimes, Pete, we may have to employ other people. We may have to ask a wife or a spouse or somebody close to us that doesn’t have as much bias that we may have, looking at our own situation. So, I think that’s the beauty about perspective.

Pete Mockaitis
Okay. Cool. And then you actually have a full-blown 30-day blueprint for approaching this stuff. any key actions then that pop up along the 30 days that are really transformational for folks?

Dominique Henderson
Yeah, I think, so as we go back to the three pillars, let’s revisit that. We take about 10 days or so to deal with your perspective. We take about 10 days or so to deal with your program. And we take about 10 days to deal with your process. So, your perspective, obviously, is your outlook, and that’s how we talk about that.

Your program is kind of how you run things. So, when I say run things, think about an operating system to a computer or an engine to a car. Like, you’ve got to have a way that you take your human capital, your purpose, your will, your relation, all that kind of stuff, and translate it into the world as some type of productive thing.

If you’re not doing that, it’s going to be really, really, really hard to achieve goals because the only way that the world really works is in exchange of value, so that’s your program. And then your process is you really need to have an organized system on how you’re going to spend your time. It may be, you like…I can name some things but there’s, like, the Getting Things Done method by David Allen, or Tiago Forte’s Building a Second Brain. There’s all these different systems that kind of organize your thoughts and how you’re going to spend your time and how you’re going to, basically, be valuable and show up in the world.

So, what the blueprint is doing is concentrating some time on different points along that journey and affirming you as you go through there. So, one big insight, I think, that most people don’t really incorporate in their lives that I’ve seen particularly powerful is accountability. And having someone that knows your situation well enough that can tell you, “Hey, Pete, I know you said you were going to do this.”

“You said you were going to do a hundred podcasts this year, and you’re only at 50, and there’s two weeks left in the year. So, let’s assess right now whether or not that was a realistic goal and if this is something you can achieve. But, as your buddy, I really want you to get to this because you said all these good things, yadda, yadda, yadda, that was going to come from it and now you didn’t achieve it. So, how are we going to fix that?”

So, it’s really, really crucial, I believe, to have that in your life, and sometimes it doesn’t feel good. Like, rarely does it feel good if it’s done the right way because they’re noticing things about you that could be defined as blind spots in your life. So, I think that’s one thing that I like in the 30-day blueprint that, if people do it, I think it will work for them, but often, like I said, it can be difficult because it’s not the most comfortable thing.

Pete Mockaitis
All right. Yeah, I’m huge on accountability and just the power of when you commit to someone else, suddenly it’s real-er and it’s not make-believe in your head. It’s entered reality and you’re going to have to talk to somebody about it.

Dominique Henderson
Well, here’s a cool story. So, my wife was in education for 10 years, and most recently as an administrator at a public school, and she decided to leave her job as of January this year. And when we were just kind of going back and forth about the different ideas and her talent and her skill stack and all this kind of stuff, I was like, “You should really consult and kind of use some of the classroom management you used in your career for teachers because teachers are just struggling with that, educators are struggling with that.”

And I told her, I was like, “One of the first ways to do that, I mean, the easiest way is just to get on social media and just do this.” And so, I challenged her, I was like, “Do what I do with all my consulting and coaching clients. Get out there on social media and post something every day for 30 days.” Well, she went beyond and did it for 54 days, and she went from zero to, like, 36,000 followers on TikTok, so she really went at it. But the point is I was her accountability, I was like, “Hey, this is what I think you should do. I’m going to hold you to it,” and she’s like, “Yeah, this is a good idea.” And she went with it, and it worked for her.

Pete Mockaitis
That’s cool. All right. Well, so we’ve assessed things, we’ve got some accountability. Any other transformational approaches when we’re looking to make a shift?

Dominique Henderson
Yeah, I think, one, and this is not a subtle thing necessarily in the book. It’s very pronounced. We talk about this also, which is vision. I think vision is so important. When I’m sitting down with a wealth management client or somebody that’s trying to get into the financial services industry, the first thing I talk about is, “What’s your why? Like, why are you doing this?”

In the case of a wealth management client, like, “Why do you want to save a lot of money?” “Because I want to retire.” “Okay, why do you want to retire for?” “Well, because I want to spend more time with the kids.” “Okay. Well, you know, you can actually spend more time with your kids without retiring. We don’t need a pile of money to do that. We can really think about the things that are important to us.”

And one of the questions I always ask is, “Why is money important to you? Like, what is it going to afford?” And so, getting back to our why, one thing I know, Pete, is that as a kid, I used to dream a lot. Like, I used to think I could be anything. I didn’t really have these self-limiting beliefs. I didn’t have boundaries on where I can go in my mind. But then “reality” sets in as an adult and I dream less.

So, I think one of the things that I really implore people to do is to dream more, like have a vision for where you want to go in life, and really define your why. I think it helps so much on the journey. It’s not going to be roses all the time. You’re going to have some difficulties there. But I think the vision, having that north star, if you will, really, really invigorates you to be the best that you can, and show up the best person you can.

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

Dominique Henderson
I think one of the things that I was thinking about when I wrote this is I really wanted people to finish this book with the idea that “I can.” I really wanted them to literally remove from their vocabulary that “I cannot.” Because from “I cannot” comes so many negative things. But, really, to have “I can” and here’s the deal.

“I can” may take some time. More than likely, it will. You may have to develop a new skill. You may have to become a different person than you currently are. But to eradicate from your vocabulary that “I cannot” was really one of the things that I think motivated me to finish this and to get this in people’s hands.

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

Dominique Henderson
So, “If you think you can, or if you think you can’t, you’re probably right.” That’s one thing that comes to mind. I think that was attributed to Henry Ford, if I’m not mistaken.

The other one is, and I think they get the attribution on this wrong, but I think it’s Mark Twain, the one I know, which is, “It’s not what you don’t know that gets you in trouble. It’s what you think you know for sure that’s just not so.” And I think sometimes the fact of unlearning something is so much more difficult than learning something new. And challenge yourself. I do this all the time because I challenge myself to unlearn concepts that don’t benefit me anymore.

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

Dominique Henderson
I like Tiago Forte’s Building a Second Brain. I think this is a really interesting notion for knowledge workers in today’s time because I have always been the type of person that collects information like artifacts. But before I came across his work, I was not really great at being able to retrieve what I knew, and that was because I was trying to use my brain to do it.

Just like I don’t use my brain to remember phone numbers, I use my cellphone, he has a really, really interesting framework, which I mentioned in my book also, about building a repository that allows you to retrieve information really, really quickly. So, it may be Evernote for some, it may be some other type of software that you use, but the framework that he has around it is, I think, excellent and probably would serve most people well.

So, that would be something to kind of look into if you’re one of these people that collects a lot of information, and you’re always, like, “Where did I put so and so?” whether it’s in a digital or a physical form.

Pete Mockaitis
And a favorite book?

Dominique Henderson
I’ve been reading a lot about The Infinite Banking Concept by R. Nelson Nash. So, just recently, I finished Killing Sacred Cows by Garrett Gunderson, but I’ve always got a lot of stuff on my nightstand. Favorites would probably have to go along the Andy Andrews. He’s a very favorite author of mine. I love The Noticer. I’ve read it a couple different times. Do I get another favorite?

Pete Mockaitis
Oh, sure.

Dominique Henderson
Okay. Napoleon Hill’s Think and Grow Rich. I love that one. I read that a couple times. So, usually, when it gets in my rolodex, like, the second or third time, it means that it’s pretty significant.

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

Dominique Henderson
Oh, man, I couldn’t live without Evernote. Evernote is my go-to of just kind of brain capture. So, if you kind of think about the thousands of ideas that run through your mind every day, how do you keep track of those? Some of them, obviously, don’t need to be written down. But for the majority of those that, or at least for creatives like myself, you’ll have something that you need to come back to later, and Evernote is kind of like my go-to because I can get to it pretty quickly as long as I have my phone, which I do always.

Pete Mockaitis
And a favorite habit?

Dominique Henderson
I don’t think it’s a vice. This would be qualified as a vice but I love, probably three to four times a week and maybe more if I’m honest, a nice glass of red wine.

Pete Mockaitis
Got you. And is there a key nugget you share that really seems to connect and resonate with folks; you hear them quote it back to you frequently?

Dominique Henderson
Choose your version of hard. I think we have a lot of agency and more choice than we give ourselves credit for or sometimes wiling to admit, but we get to choose our version of hard. A lot of things are hard. Most things in life that are worth having are hard. Choosing your version of hard is probably something that I’ve heard more often than not, especially inside of my community.

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

Dominique Henderson
I would point them to DomHendersonSr, as in like senior, dot com. DomHendersonSr.com is the kind of hub for everything. You can get to the wealth management side of the stuff that I do. You can also get to the podcast, blog, and all the other fun stuff there too.

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

Dominique Henderson
Yeah, I would say don’t be so preoccupied, if I can use that word, with what others are doing. I think one of the problems that I’ve had, just personally speaking and being transparent, with my growth over the last six years as an entrepreneur, at first, I was way too concerned about what others were doing, and particularly comparing myself to others.

And so, I think comparing yourself to others is a recipe for failure. From a notion of replicating, duplicating what is already working somewhere, I totally get that. But I think where I took it, and where most humans take it, is “They do that better than me and I’ll never be able to be as good as they are at that particular thing.” People look at my podcast or my YouTube channel, and they go, “Dom, I can’t do video like that.” I’m like, “Well, you can start. You can start somewhere.”

So, get out of your head about comparing yourself with people. Stay in your own lane and be awesome at what you do, not what Pete does, or what Dom does, or what somebody else does. Be awesome at what you do.

Pete Mockaitis
All right. Dom, thank you. This has been a treat. I wish you much luck and minimal time being stuck.

Dominique Henderson
Thank you, my friend. I appreciate it.