Tag

KF #11. Customer Focus Archives - How to be Awesome at Your Job

1149: How to Stand Out, Multiply Your Opportunities, and Win People’s Confidence with Justin Humphries

By | Podcasts | No Comments

Justin Humphries reveals his fundamental principles for rapidly growing opportunities and income in an uncertain job market.

You’ll Learn

  1. How to multiply your inbound opportunities
  2. The simplest way to expand your professional network
  3. The key that keeps people coming back to you

About Justin

Justin Humphries is a dedicated Loan Officer with experience since June 2021, specializing in VA, first-time homebuyer, and DSCR loans. A Nashville native, Justin is deeply motivated by personal and professional growth, drawing strength from his faith, family, and a passion for building meaningful relationships. He takes great pride in helping clients align their mortgage strategies with their life goals, aiming to support them in building long-term wealth. Justin values the opportunity to develop lasting connections with customers who return to him year after year for their mortgage needs.

Beyond his professional work, Justin is actively involved in his church community, serving on the parish council and volunteering with the Society of St. Vincent DePaul to assist families at risk of homelessness. He is happily married to his wife Stephanie and is a proud father of three young children, including twins.

Resources Mentioned

Thank you, Sponsors!

Justin Humphries Interview Transcript

Pete Mockaitis
Justin, welcome!

Justin Humphries
Hey, Pete, great to be here. Appreciate you having me.

Pete Mockaitis
Well, I am excited to be chatting. We’ve known each other for just about five years now here in Tennessee. And, boy, I say this and I mean this, not just because we’re pals, but it sure seems that you’re awesome at your job.

Justin Humphries
Well, much appreciated. I think you’re awesome at yours as well, and I’ve enjoyed listening to your podcast over those last five years, too.

Pete Mockaitis
Thank you. Now your job, specifically, is you’re in the mortgage game. You’ve assisted me with some real estate mortgage-y lending things, and I was very impressed at the way you delivered. But what I got you on here today for is, you know, here we are in 2026, and people speak about the job market being terrifying, and here you are, a younger feller, still in your 20s, and you recently made a switch and found yourself with a hefty signing bonus.

And I was like, “Well, is this an anomalous character or what’s going on here with Justin?” Please, can you orient us a little bit to you’re in the mortgage game, and you took a new role, and what’s going on?

Justin Humphries
Yeah, so, essentially, the way that I look at mortgage as a self-producing loan originator, I control my own pipeline, I control my customer relationships, I control my referral partner relationships, but what that also means is I control revenue to the company that I work for.

So it’s less of an employee-employer relationship and more of a decision, a strategic decision on my part as to which platform is going to benefit my business the most. And, of course, they need and want that revenue because without my revenue, they don’t have any revenue.

So they are, what I found in that job search is that you did have companies that were willing to, essentially, advance, so to speak, a portion of their revenue, their future revenue based on my past production in terms of a sign-on bonus for some guarantees that I would stick around for a little bit.

So it’s a very different type of a job search than what you would traditionally think of where you go and you apply for multiple jobs online, but it was more of, “Hey, I had companies that were chasing me that wanted that production and that revenue into their own businesses.”

So being able to control that revenue stream, I found gave me a good amount of negotiating power on the front end.

Pete Mockaitis
Okay, so originator, producer, revenue, we are speaking in a language in sort of sales-ish.

Justin Humphries
That’s right.

Pete Mockaitis

So it’s not so much that you’re just super swell at taking care of the customer, although you are, but rather you’re a bit of a rainmaker, if you will. With you, come relationships and the prospect of, “Oh, we’re going to get more mortgages in the door and more revenue for this business.”

Justin Humphries
Yeah, that’s right. So being a rainmaker is a great way to put it, right, in terms of that control over the relationships and the partnerships because I’m not so much selling a product of the company that I work for, as much as I’m selling myself and my personalized services and value that I bring my referral partners and my customers.

And I want to make sure that the platform that I’ve worked for, i.e., my company that employs me, is going to provide them with as much more value than the previous company that I worked for.

But it’s not as, yeah, it’s not as black and white as I’m just selling a product that the company provides for me on company relationships.

Pete Mockaitis
That’s right. Because, in many ways, there’s a range of products in terms of lending, whether it’s a VA loan, or an FHA loan. And then all kinds of little nuances associated with it, or this is actually non-conforming in the US sense of the word to the Fannie Mae and the Freddie Mac world.

And so you know a lot of stuff. And, in fact, I’ve been impressed. You often tend to surprise real estate agents when you call them about their own listings and inform them about some cool lending financing opportunities that could exist for that property that they’re not even aware of.

Justin Humphries
Yeah, that’s right. So, well, and the beauty of mortgage is it’s a very commoditized business. So I’m not selling loans that another company necessarily is completely incapable of doing. It’s more or less a commodity and the service behind it is me and my team and what we bring to the table for that referral partner and for the customer and the client experience.

So, most every lender is going to do in FHA loan, they’re going to do a conforming loan, they’re going to have some of the non-conforming goodies, special loan products, you know, 20, 30, 40, 200 different loan products, right?

Some of which are very niche-y and required specialized knowledge. Others are, you know, something we encounter on a daily basis. So having that specialized knowledge, I found that it does help out quite a bit when you’re having those conversations with those referral partners.

Pete Mockaitis
Okay. Well, so can you tell us a little bit about, so you made a switch recently to another mortgage company? Now, how did that come about? In a world where some people are really spooked and they feel like jobs are scarce and layoffs are happening, you had a few people vying for you at the same time.

Justin Humphries
Yeah, so it ended up being You know a combination of a couple things, right? I’m always being recruited. My production is public knowledge, so can go and pull it up with my licensing information. And so the numbers and the the quantitative value, so to speak, to a company is publicly available and people are constantly reaching out and constantly calling.

So it’s, hey, there’s always the optionality to move. So there were a couple things that were happening with the platform and a company that I was with before that were, I think, suboptimal.

And so I had expressed that they were suboptimal, was willing to work to help make things workable in the way that I thought they should go, was rebuffed a few different times on that. So, eventually, decided, “Hey, I don’t think I’m happy staying here. I don’t think this is the platform that’s going to bring the most value to me and my referral partners and my clients. So I’m going to move.”

And then once you make that decision, you start listening and hearing for those opportunities. So just like if you’re looking for a vehicle, I mean, I have a truck, so I have a Toyota Tundra, and when you start looking for a new car, looking for a vehicle, you start seeing Tundras, Toyota Tundras. You start looking and seeing the vehicle that you are searching for constantly?

The reticular activating system, I believe is what it’s called. And so I started getting that. I started noticing those spam calls that were just spam calls a month prior. And now they’re like, “Wow, this is an opportunity.” So I started taking some of those. So I landed with about seven or eight different opportunities on my plate.

Pete Mockaitis
Eight? Okay.

Justin Humphries
Yeah, just from listening, right? And two or three of which, about three turned out to be really good and pretty appealing, either way. But what ended up happening is I ended up finding my role through a networking event. So through my BNI group, which I know we may have mentioned when we talked, Pete.

Pete Mockaitis
BNI? Business Networking International created by Ivan Misner, guest of the show. Hey! Hey!

Justin Humphries
So, through BNI, there was a referral partner and a real estate agent, BNI, that had known a company and, specifically, a team that was looking to hire somebody in our area here.

All the calls and all the listing that I did in the marketplace, boiled down to, “Okay, let’s have a conversation.” And that conversation turned into really three firm offers on the table. And I went with the platform and the terms that were most beneficial.

So all of it happened, I mean, in a relative short amount of time. It was very interesting how that all came about when it comes to just keeping my ear to the ground and just looking for the opportunities that were there the entire time, if that makes sense.

Pete Mockaitis
Yeah, that is good. So I’d like to zoom out just a little bit for those who are saying, “Okay, Pete, I don’t do mortgages. I don’t do sales. What can I learn from this Justin fella?” I think it’s intriguing, a couple of points there.

One, you said your production is common knowledge. So someone people are logging in, I guess that’s why you’re getting all these calls from randos, is they’re saying, “Okay, who’s doing a lot of mortgage loans? Okay. This is Justin character. Oh, that’s a good number. Wait, he hasn’t been doing this that long. Oh, intriguing. All right.”

So that’s pretty nifty is that, in a way, numbers, black and white, very appealing, but I’m thinking that there are many ways we can have our expertise, our value, what we can bring to the table in a public format in terms of maybe they are listed, maybe you’ve got a blog or a podcast, some content stuff, or maybe you’ve got patents or papers or science things.

I’m thinking about Zuckerberg going wild, giving fat offers to all these AI scientists. They were known, like, “Hey, I am a guy who can get some AI breakthroughs, and this is what you need.” And so Mark Zuckerberg comes knocking at the door to get those kinds of folks.

Justin Humphries
Yeah, I mean, even LinkedIn, too, is a platform for showcasing, you know, in the bio section, what you do, putting some numbers to it, making it quantifiable, I think is key. In my industry, everything is quantifiable, right? It’s all about the numbers.

And they really do make a big difference when the decision is, “Okay, am I going to be on kind of a standard or more average or mediocre level? Or is this going to be, you know, my number is going to be top 10%, top 5%?”

Because I think that’s when you start really getting sought after, is what I found as well. When my numbers climbed from, “Okay, I’m kind of average or median early on, first couple of years,” to, “Okay, now we’re not elite-elite yet,” and I’m still not, working towards that, but top five to 10% is when people really start seeking you because the top 1%, oftentimes top half of 1% never move.

Pete Mockaitis
Oh, yeah. Okay. Well, that’s interesting, and I like what you say about the numbers. And I say this a lot when it comes to working with resumes. Back in the day, I’ve looked at many many resumes and that was often a huge opportunity for improvement in terms of, if you could say, “Oh, I provide excellent customer service.” Like, okay.

As opposed to, “Oh, I spearheaded these initiatives that improved our net promoter score from 21 to 53.” Like, “Whoa!” Like, folks who are in the know, who are thinking about a net promoter score, NPS, they say, “Holy smokes! That would be amazing if this person could drive that kind of improvement over for us.”

Or in terms of being public available, now I’m thinking about, “Is it contributing…?” for software people, like, I don’t know the lingo, the GitHub, their repos and their commits and their stars. Like, that world that people get the memo, like, “Oh, this person has an impressive track record. They are generating a result that is quantified and clear that I like, need, want in my organization.”

Justin Humphries
Yeah, absolutely.

Pete Mockaitis
Well, I was also intrigued by just the networking piece. So you’re in the BNI, Business Networking International Group, and so you’re actively investing there. And I know that you’re also in a mastermind group full of real estate type folk. And so you’re putting some real dollars into that as well as real time and travel to deepen those relationships.

Justin Humphries
Yeah, I mean, to me, you’ve heard the saying, right, “My net worth is my network,” or, “My network is my net worth.” I think the reverse is a correct one. But that has been so true in my business. And everything I do is relationship-driven. It starts with that point of trust with either the client or the referral partner, whoever I make contact with first, especially with referral partners, everything is relationship-driven.

It’s all about, “How can I protect my relationships? How can I grow my relationships? How can I create new ones, nurture current ones, maybe rebuild or build old ones?” And the BNI group is a huge part of that.

Now in the investor group, that’s a very different type of networking, right? Because it’s a crowded room with a lot of people that do what I do, but it’s also a high-trust, high-transaction room. So you have people in that space that are transacting on the real estate investment side, 100 plus times per year, right?

And, obviously, those people like to work with the same people that they’ve been working with, right? So that is less a, “Okay, send me a referral that’s going to close one client,” to, “Hey, land a client or two, and build that relationship, build that trust with them, be consistent over time to grow a relationship there.”

And that’s a little bit longer of a time span in terms of revenue being generated. I found that BNI, because, again, it’s a higher-trust, higher-transaction, non-exclusive room, too. This is two very interesting, very good networking opportunities for me but also very different.

Pete Mockaitis
Well, and it’s intriguing. And so outside, again, mortgages or real estate or sales, I’m just thinking about how there’s a lot of studies done about the power of the weak tie, the relationships, it’s not your immediate friends, family, folks that you see in community organizations, but someone, oh, you went to college with somebody, you met them at an event and you kind of stayed in touch, and that opens up opportunities when they occur.

And that has, in fact, happened to me in terms of Podcast Movement. I went there and I’ve met people and we continued to collaborate in all kinds of ways. I was at my podcast mastermind group meeting in person last week, and it was awesomely fun.

And we are continuing to share knowledge and best practices and, “Oh, here’s a great publicist, and here’s a great book agent, and here’s a great guest for your show, and here’s a cool tactic I’ve used to grow my show.”

Like, all that knowledge-sharing stuff and relationship-building stuff, I think, is tremendously powerful when you’re in the job, just doing better, as well as highlighting new opportunities where you might land.

Justin Humphries
Yeah, you talked, I like the phrase you used “a weak tie,” right? And something else that I’ve noticed where weak ties, a seemingly weak tie, is particularly powerful where you may not even know them whatsoever, would be affinity groups, right?

You mentioned college, which is, so I went to the University of Alabama, we’re all tied. But somebody that went to the University of Alabama, that’s an affinity group, you know, an alumnus there. Religious organizations, churches, that’s an affinity group where you don’t even have to know that person, but there’s a built-in trust by the nature of you both belonging to that same group, even if it’s large and largely, like you mentioned, a weak tie.

So I’ve noticed that in my own business and within networking, too, that ability of those weak ties and sharing affinity groups just to strike up and create conversations and conversations leading into revenue and closed business.

Pete Mockaitis
And now, of course, a key thing for these relationships to really be fruitful from a career or a business perspective is trust, and a key part of trust is just your competence, your awesomeness. And I’ll just brag on you for a moment, Justin. You do this amazingly.

I was trying to refinance a situation and they were just so slow. It was taking months. And I was like, “Justin, what’s the deal here?” And you said, “You know, I think the deal here is they probably miscategorized or something, something, something, and run into trouble with this and that. So what you’ve got to do is you got to…”

And so you told me what to do. And I told them, “Hey, man, we’ve got a few days. If you can’t pull it together, I’m just going to go over to Justin.” And, go figure, they kind of, you know, kicked into gear from there. And then we did a subsequent real estate deal, which was cool.

And you just know your stuff, and realtors often tell you this, you know stuff that they did not know. And you’re wildly quick in terms of, “Hey, I need a letter to put together in my offer.” And I think I timed you once, it was like four minutes from “I call you” to “I have a letter.”

Justin Humphries
It’s not always that fast, but sometimes, yeah. You catch me at the right time.

Pete Mockaitis
And so it was just wild as nine days compared to the other lender that I was trying to work with. And so, sure enough, that means I am singing your praises. It’s like, “Oh, dude, hey,” and I have numerous times, it’s like, “If you’re ever doing anything mortgage-y, you just want to talk to Justin. You just do.”

And I mean that wholeheartedly, and so that speaks volumes. Because if you were kind of phoned it in, and just kind of barely sort of kind of getting it done, but in a way that was in no way remarkable, we wouldn’t be so fired up to recommend you.

Justin Humphries
And I’d say, you know, one thing I learned early on in my career, I didn’t come up with this, I forget who did, but it was somebody noteworthy, much more noteworthy than myself. But people do business because they know, like, and trust you, right?

But they keep doing business with you because you solve problems that they have. And so that’s always been my focus is, “What’s the problem here?” whether that’s the client, the customer, or the referral partner, right?

With the customer, with you, Pete, you needed that letter in two minutes, three minutes, four minutes so that you could execute on that house. That was the “problem” right, in your circumstances. For the referral partner, it might be, “Hey, they want to grow their business, but their conversion rate is not super strong. So how can I help them convert more clients?”

Or it might be, “Hey, I want to just keep the business I’ve got, but I want to do it with less time and with less headache.” So, like, “Okay, that’s their problem. How do I work on that?” So that first step, the first half of that equation to generating that sustainable business referrals, etc., is people have to know you, right?

Obviously, marketing, top of the funnel is huge. They got to like you. You got to be likable. You can’t be rude, mean, etc. You can’t be incompetent. They got to trust you with their transaction. That’s earned. And then the second half, and the more important half, to maintain that relationship is you have to solve their problems.

And you got to keep solving them. Because there’s always somebody, and in my industry this is definitely the case, there’s always somebody knocking at the door of that client, that referral partner relationship that says, “Hey, I can do this and I can do this, and I’m going to promise the world.”

You can lose that partnership, or you can lose that client in a heartbeat if you waver in your execution. And that is not a fun experience, as a whole.

Pete Mockaitis
For anybody.

Justin Humphries
No, for anybody, right? But, as a whole, it’s like, “Hey, if you’re consistently working to execute at a high level and you don’t leave that opening for the competition to jump in there and take your client, take your relationships, etc.,” that is much better.

Pete Mockaitis
Well, why don’t we get a little bit practical, tactical, super specific on what’s executing at a high level means. Now that’s going to vary in different roles, different positions. But one thing is responsiveness. You were super quick with me, that made an impression, it’s like, “Wow, very cool.”

I remember, other times, you have known things that other people did not know. And you’ve acquired that knowledge, as far as I can tell, by you show up at the events, the trainings, and you’ve actually read a startlingly large proportion of very long, very boring governmental documents associated with loan-compliancy matters. You’ve actually read the things, and they’re huge.

Justin Humphries
Yeah. So the HUD handbook, which is FHA lending guidelines on loans, I don’t know, it’s north of a thousand pages, but I might’ve scanned that one, for the full disclosure. Scan the sections that are pertinent when needed, right?

But, again, going back to solving problems, the excellence in that commitment, going back to your original question, I think, it depends on the situation, right? So sometimes it is that communication piece of it where, “Hey, I’m getting back within X amount of time.”

Sometimes, I may be able to leverage that knowledge and expertise and guidelines and kind of the get-it-done knowhow is what I call it, right, to do things that others either don’t think they can do, they can’t do, they won’t do it, to just get the loan done.

And that’s the problem that’s solved there, where we had somebody last fall that was denied by three other lenders, I think it was, and she was about to lose this house, called me, within eight calendar days, we had her loan closed. It was just a regular FHA loan.

Any of them could have done it, but they didn’t leverage the expertise and knowledge of FHA guidelines the way that they ought to have. I don’t know if that fully answered your question or not.

Pete Mockaitis
Oh, you know, that’s really good. Yes. And I’m thinking now about a physical therapist. I haven’t met him in person, but I’ve watched a lot of his videos, Dr. Aaron Horschig, of the YouTube channel Squat University. His book is called “Rebuilding Milo.”

And so he’s got these videos in which someone says, “An athlete had a shoulder problem. They went to four physical therapists and they weren’t able to fix it. But we fixed it with these two easy exercises.” I was like, “You have my attention.” And, sure enough, like that is an experience I know people have had because our bodies are miraculously wildly complicated.

It’s no surprise that a lot of physical therapists take a crack at a diagnosis and it’s not quite right, not zeroing in on the exact right little tendons or whatever. And yet, a real master of the craft is able to do it. And, holy smokes, it gets referred, like, quick.

This book has 4.9 stars on Amazon with 4,000 reviews. But it seems like the guy is, actually, has that excellence in terms of, “Hey, when this body does this, this is often the thing, so let’s try the thing,” and, holy smokes, that worked and it’s amazing. We tell everybody.

Justin Humphries
Yeah, creativity and persistence is what it boils down to, willing to dig a little bit deeper than others will, go the extra mile, so to speak. It’s a bit of a cliche, but it doesn’t make it wrong. Now we’re able to come up with solutions that others may not have thought of.

Pete Mockaitis
Yeah, totally. And sometimes you get it. And it’s so funny, you actually, you get pretty excited about it. Like, sometimes more excited than I care to hear about it. No offense.

Justin Humphries
That’s okay.

Pete Mockaitis
You know I love you. But you’ve probably heard this feedback before. You’re sharing what’s going down with a loan, and you’re kind of excited because, sure enough, you have cracked the code in terms of, “It turns out, what we need to do is just make sure they had a tenant in place in one of their properties so that we could then count that rental income against it. And so that gets us over the debt-to-income threshold, so now it qualifies.”

And so, but that took some extra work and thought and conversation and back and forth and questions with them, as opposed to just looking at the application like, “No income number, not good enough. Pass.”

Justin Humphries
Yeah. I mean, I know we didn’t maybe talk about going this direction, but I’d love to take it this direction if you’re open to it, that’s what’s going to separate, you know, in my field and AI universe. Not just the creativity and the problem-solving because AI is good at it, and we’ll get better better, right?

Creativity and problem-solving are half of it, and the relationships is the other half. And still knowing that this is an incredibly emotional transaction for anybody. Getting a mortgage, buying a house, whether it’s first time, second time, or fifth time, investors are significantly less emotional about it.

But, still, anytime money is on the line and you have a personal stake in it, it just feels heavy, and it’s high-trust position. Some people, some home buyers care less about that and some care much more, but those that are experts with the trickiness, I think, are going to be who’s going to be successful in the long term.

Because I’m looking at this, the average profile of somebody that does what I do is they’re in the mid fifties, they’re a white guy, and I’m a white guy, too. The thing is it’s white guys. But I’m 27, right? So they’re not thinking on a 30-year time scale of this industry more than likely like I am.

I’m sitting here, going. “Hey, is this going to be here in five, ten years?” Certainly, that’s important. I think it’ll be here in some form or another for the next 10-ish years at least. But what does the job look like in 20 years? What does it look like in 25 years? What does it look like in 30 years when you can push button, get mortgage?

You know, it’s simplified a lot since the internet, but it’s not yet at the point where it’s push button, get mortgage, right? You have some regulatory moats around the industry. But regulatory moats often get crossed and don’t last forever.

So, at the same time, as those that can make personal connections and think outside the box, think creatively understand people, in a way that I don’t think AI will ever truly be able to understand a person, are going to be the ones that stay successful for the next 20, 25, 30 years.

And, I mean, that’s a huge piece of how I’m looking to position myself going forward is, “How do I future-proof the business that I rely on, my family relies on?”

Pete Mockaitis
And when you said AI, that got me thinking about just sometimes there’s a rash of AI-generated comments in social media platforms, and I do not care for them.

It’s so unpleasant. But you’ve done this game where you’re solving problems, you’re building relationships with total strangers on social media, in terms of if someone has a situation, and then you really get into it. Like, you spend some time, you write some paragraphs about, like, “Oh, well, in this situation, consider this and this and this. You might want to do blah, blah, blah. Happy to chat.”

And, like, you’ve shown me, like, people are wowed like, “Wow, can we get on a call?” All of a sudden, total stranger on the internet wants to be talking to Justin, and that’s just good for your business.

Justin Humphries
Yeah, I mean, it’s awesome, and that’s something I only recently started doing, the last month, two months, that I’ve never even, I mean, I’ve considered it but I’ve been like, “Eh.” I looked at content, I do some content and stuff here and there, some batched-out stuff, which is awesome.

It’s mainly authority building and it’s not generating any leads, which is unfortunate, but I’m not getting anybody saying, “Hey, I loved your video. Like, can we…?” But when I make a comment on a post that’s particularly insightful, that does drive inbound leads, where it’s responding to a specific concern, “Hey, I had this happen.”

And there might be 60 comments on that post, right? And some of them are, “Hey, I would love to help. Reach out to me. Great.” I mean, so the mindset that I have going into those types of situations on Facebook, Facebook groups, marketing and networking in there, Reddit, whatever it is, is, “How much can I give away for free?”

Like, “How much value can I provide?” I want to provide so much value that, one, the OP, the poster the, of the question-comment, whatever, reaches out to me, ideally. And if they don’t, somebody else sees it, and they’re like, “Wow, that was pretty insightful,” or, “Wow, that’s a good rate,” or, “That’s a good…” whatever, “That’s a good strategy,” and I get inbound leads.

So, I’ve had several that have converted at a surprisingly high rate because you think internet lead and you think, “Okay, call center, 1% conversion, 1-5% if you’re excellent,” and that’s not what I’ve seen at all.

So it’s just a different kind of marketing and different kind of strategy where it’s “How much knowledge do I have and how much of that can I put into words and convey, even if it takes me a few minutes?” As opposed to you have some canned AI posts and comments.

So some will reach out to me and some are, like, the canned AI responses, I’m like, “That’s not even correct.” And I’ve had a couple that were AI-assisted writing when they get longer that I’ve gone back and edited, and that’s worked okay. But I’ve found, when I write it, it does convert higher. So I’m experimenting with some of that.

I don’t know if you, I know you work with Claude some, but I think it is Claude. Yeah, it is Claude Anthropic that now has a Chrome extension. So I’ve utilized Claude to basically read some of the posts in these Facebook groups, and help me respond, but always guiding and further kind of honing that response, if I do that.

We got here by talking about AI, that’s my tie back in, but it’s been particularly interesting. I do recommend, I’m not sponsored, but do recommend the Claude Chrome extension as it can kind of drive for you and post and comment and aid with that and kind of speeding it up.

I’ve noticed if I do it well, cuts my time in about half on doing those, but I’m still spending some good time with them.

Pete Mockaitis
And what does the Claude extension doing exactly?

Justin Humphries
Yeah, so Claude can read the post. So, like, if you’re on Facebook, Claude can read the posts and then you can instruct it, “Hey, read this comment. Type up a response around ABC thing, kind of making these points and clean it up a little bit,” right?

So I’ll guide it, but it’ll read the post, it’ll compose a comment, it will paste the comment in, and it will actually post a comment for you.

Pete Mockaitis
Well, that’s intriguing. And I suppose if you connect that to like a real base of your knowledge inside a Claude project or whatever, I don’t know if you can, but that becomes much more substantial because I think the worst is the AI comments that actually say nothing, like, “Well said, Justin. And trust is such an important ingredient in today’s technological marketplace.” Like, you didn’t say anything at all.

Justin Humphries
You mean the patronizing AI crap, yeah. So, I listened to a keynote a couple months ago on AI, and you may have to bleep this out or not, but he had a good comment that, when you rely on AI for your strategic thinking, which I no longer do as a result largely of listening to this, you’re getting your strategic thinking, your big picture, thousand dollar an hour work or whatever hourly rate you want to assign to that, guiding your business based on what he called the opinions of the masses of asses.

Pete Mockaitis
Oh, yeah. Yeah, I heard the subject in the study and they realized that, no matter what context you put in for a strategic problem in front of the AI, it just went with what the masses said, even if it’s a completely different context. It wasn’t actually “thinking.”

They used the term trend slop like, “Hey, that is the trend. That’s what a lot of people are saying. It sounds pretty good when you put it together, but you weren’t actually thinking. You were just grabbing words near the other words kind of around the thing.”

Justin Humphries
Well, and you lose your competitive differentiation, too, right? If you outsource your big thinking, your strategic thinking to AI, I mean, you lose a piece of that tactically. And going back to mortgage for a second.

I had a coworker recently that had, he asked me, he goes, “Well, hey, can I do this.” He goes, “Well, ChatGPT told me.” I’m like, “No, it’s just not correct. So he laughed and, well, I laughed because I’m like, “No, no, man. That’s not…” I won’t use his name.

Pete Mockaitis
It’s straight up doesn’t work with the law.

Justin Humphries
I’m like, “That is just not correct.” So now he has a file that’s DOA right now because he relied on ChatGPT to give him loan guideline advice, and this is an originator. Hopefully, he’s not a listener. But, no, I told him, troubleshot for him, and told him what he needed to do and whatever, and that I think is going to be fine.

But, yeah, you don’t want to use your ChatGPT for your strategic thinking, right? I think, inherently, we know this, but we have to retain – I’ll get off my soapbox on this here in a second – but we have to retain that which makes us human, and that which makes us competitive in the marketplace.

Pete Mockaitis

Well said. Well, yeah, that seems to be a real thing – competitive in the marketplace. Like, you solve a real problem. You bring forward revenue. That is publicly known and understood. That is published and it’s quantified and it’s unambiguous.

And, in so doing, you’ve got to put yourself into a power position, as opposed to you are not one of 600 people clicking the easy apply button for a job that they hope you can maybe do, so much as you have said, “Behold, world, it is on a matter of public record that I can do this for you. You want that done? Oh well, then maybe we can talk.”

Justin Humphries
Yeah, that’s right. And that’s been a huge, huge piece when I look strategically at my work. And I look at, “Okay, could I go through this under role that’s maybe a bit easier, maybe a bit less stressful, maybe not as high pressure?”

I look at that and I go, “There’s a trade off there.” When you’re since going from outside sales, outside loan officer relationship to inside me, like say your preferred lender works for a builders lender, whatever that might look like, you have a captive business.

Then you lose that ability to be in that power position in the negotiating table because you don’t own the book. You don’t own the relationships. You don’t own the business channels. So now I know that’s not going to apply to all of your listeners one to one, but I think you’re right on.

Like, when you can quantify your value that essentially, “Hey, you would, otherwise, not have this revenue had I not been with you, and had I not brought this piece of this relationship, this piece of expertise, this experience to bear,” and thinking about those things as you’re on the job hunt is huge.

Pete Mockaitis
Yeah. Well, Justin, tell us, anything else you want to make sure to mention before we hear about some of your favorite things?

Justin Humphries
No, I mean, I think we hit on it.

Pete Mockaitis
Okay, cool. Well, now, could you share your favorite quote, something you find inspiring?

Justin Humphries
A favorite quote has to be, and I’m not going to name the Bible verse because I don’t know it off the top my head, but it has to be that God will never give you more than you can handle.

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

Justin Humphries
Yeah, so one of my favorite experiments that, you know, and this is not related to mortgage in the sense whatsoever, but has been Universe 25. So, I think, it’s ‘68 to ‘73, some experimenters at the National Institute of Mental Health kind of created a mice utopia, mouse utopia, where they didn’t have any lack of food, water, or anything, so it was this perfect world. No suffering. No issues whatsoever.

So it, eventually, happened. And I’m really summarizing here, which is okay. They all went crazy and they died out. And so the lesson that I take from that is, because they had no predators, they had all abundance of food and water, everything they could need, all the space they would need, is that in the universe and in the natural world, suffering, in a sense, is universal. And not only is it universal, it’s necessary.

So that would be mine that I’ve actually applied that to my business, too, going, “Okay, I’m going to endure the suffering of whatever it is, the thing I don’t want to do, the activity that is maybe the most profitable, yet the most unpleasant activity that I could do that day. I’m going to endure that.

Pete Mockaitis
Like this podcast you’re enduring it

Justin Humphries
And that’s, yeah, a hundred percent. Like, the podcast. I’m going to endure that activity so I can have success in my business, but also because I know that in the long term, it makes me a better person. That’s an interesting experiment.

Pete Mockaitis
All right. And a favorite book?

Justin Humphries
Yeah, favorite book, I’d say The 7 Habits of Highly Effective People. I mean, it’s huge. I love the concept of continuous improvement and sharpening the saw from that book. It’s kind of guided a lot of my personal and professional life, of just continually doing better.

Pete Mockaitis
Okay. And a favorite habit?

Justin Humphries
You know, it’s really simple and it strikes me as rather basic just to say it, but just having an alarm that wakes up at the same time every day, regardless of the day, you know, Monday, Friday, Saturday, Sunday, I found that, I mean, it’s a cornerstone.

Pete Mockaitis
Okay. And is there a key nugget you share that is a bit of a mantra or slogan that you roll with?

Justin Humphries
It’s funny because I think about this, and one of the key mantras I find myself saying is something my dad told me when I was about five years old, I was on a football field. And as I dissected, I think about it and I’m like, “Hmm, this may not be a good thing.”

But it is the idea that if you start something, you finish it. And so whatever that looks like. Now, maybe that means that in business, you start something and you iterate, and you iterate, and you iterate, or you make the decision to stop if it doesn’t work.

But this idea of always taking the start of the journey to its completion, whatever completion that may be, I think, is huge. Just that persistence, as something I mentioned earlier, persistence. And if you start something, you finish it. It sticks with me.

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

Justin Humphries
Yeah, so they can always, my cellphone, being a mortgage lender, is always open and public knowledge. So cellphone is the best way. Call, text, 615-438-8125. I do have a website, JustinHumphries.org. I’m sure that’ll be in the show notes as well. And an email address that I’m sure Pete will throw in the show notes. So feel free to get in touch with me at any time, all things mortgage, or any other items.

Pete Mockaitis
And can you actually say the email address?

Justin Humphries
Yes, the email address is jhumphries@loanDepot.com.

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

Justin Humphries
Just everything that we’ve talked about today. When you’re on the job search, putting yourself in the driver’s seat, creating and continually maybe keeping a record of those quantifiable moments in your job career as they happen.

So if that’s, “Hey, I improved this by ABC amount.” So kind of create and track a record so that as needed, you can draw upon that, put it on paper for the job search. I would challenge everybody to have that running record.

Pete Mockaitis
All right. Justin, thank you.

Justin Humphries

Yeah, thanks, Pete. Great to be on here. Great chatting with you today.

1126: How to Build Connection and Understanding through Excellent Listening with Katie O’Malley

By | Podcasts | No Comments

Katie O’Malley reveals her three-step listening method that fosters greater trust, connection, and understanding.

You’ll Learn

  1. Why attention is so quick to drift—and three ways to pull it back
  2. What most miss with active listening
  3. Why shared experiences don’t build connection—and what does

About Katie 

Katie O’Malley is an Executive Coach and Leadership Educator with twenty (20) years of professional experience serving the nonprofit, education, and corporate sectors. Across these workplaces, Katie noticed her strengths and values consistently steered her toward the support and development of others. 

Since 2018, Katie has worked alongside hundreds of individual, team, and organizational clients as the Founder and Principal Coach of (en)Courage Coaching. Established with the noble mission of providing exceptional, financially accessible coaching services to Chicago area professionals, (en)Courage Coaching has grown to support individuals and businesses from around the world.

Resources Mentioned

Thank you, Sponsors!

  • Monarch.com. Get 50% off your first year on with the code AWESOME.

Katie O'Malley Interview Transcript

Pete Mockaitis
Katie, welcome!

Katie O’Malley
Thank you so much for having me on your podcast today.

Pete Mockaitis
Well, yes, I’m excited to be getting into it. You call yourself a professional listener, which is a great role. Can you tell us something surprising you’ve learned about listening over the course of your professional listening career?

Katie O’Malley
I think one of the most helpful things that I learned is that our brains move entirely too fast for the person who is speaking to keep our attention. And so, we are already at a deficit for being able to stay focused and attending to the person who is speaking because the rate at which we speak versus the rate at which we process information is like a tricycle going up against an F1 race car.

And so, even just knowing there is a misalignment in the pace of speech and the pace of processing of our brain can be really helpful in just folks saying, “Yeah, I am going to not be able to necessarily stay focused on what someone is saying unless that is my intention when I am starting out in the conversation.”

Pete Mockaitis
So, the tricycle versus the race car, so our brains are the race car, because they can go way faster than the person we’re speaking to, listening to, is the tricycle. Now, it’s interesting how you might assume, it’s like, “Oh, great, that means we’re like overqualified. We got more than enough to get the job done,” but that’s actually counterproductive for us. Can you elaborate?

Katie O’Malley
For sure. The first time I read that, I started laughing as soon as you brought that up because I’m like, “This should be so easy. We should be able to understand and hear everyone perfectly,” and yet, look at where we’re at in the world and we can hardly attend to ourselves, much less fully attend to another person.

And so, what ends up happening is we will lose the thread on what someone is sharing with us really, really quickly. And it is hard to pull ourselves back into the conversation without them saying something really surprising, without them saying, “Hey, are you listening?” or using our name. Those tend to be the three things that’ll pull us back.

But, generally, if we are listening, for example, to our parents or our friends and they’re going on with the long form version of the story, those things aren’t necessarily happening. And so, what I encourage folks to think about is what I call the AIR formula for listening.

And it’s an acronym. A stands for attention, I for intention, R for recognition. And it’s a methodology you practice while you are actively listening to be able to fully understand, not just hear, what someone is communicating with you.

Pete Mockaitis

Well, I, certainly, shortly want to go into the attention, intention, recognition framework in some detail. And I guess I’m just curious about this bandwidth point a little more. It’s funny how, well, first you mentioned the name and it is so true. Like, I’ve been in conversations with only a few people in my life actually use my name frequently when I’m speaking to them.

And every time it’s like, “Huh? Huh?” It’s like, “Huh? Yeah?” It’s almost like being called in class, like, “Oh, what did they just say? I better really zero in.” So there’s a freebie extra tip right there. We’re talking about listening, but, hey, you want people to listen, say their name a lot. That works.

So, with this bandwidth point, it’s funny, I’m thinking about like YouTube videos now with regard to many of them, we’ve got multiple camera angles. We’ve got quick cuts. We’ve got like extra footage. We’ve got maybe sound effects, “Oh,” and little emoji things popping up to greater or lesser effect.

And it’s sort of funny, it’s like that is almost necessary. Me just sharing a perspective for 15 minutes is not optimized for retention in the algorithm.

Katie O’Malley
It’s so true. And it’s a bigger part of the attention economy that we currently inhabit, right? So companies are no longer just mining for our dollars. They’re mining for our attention and for our time. And in order for them to keep our attention, they need to do exactly what you were describing. And we actually have to, in some ways, resist that.

So to choose what it is we’re going to attend to every day, and I think part of that starts with the human who is right in front of you, not the screen, not the big screen, not the laptop screen, not the phone screen, not the smartwatch screen, but the actual human who is in in front of you, and starting to practice and build reps around listening in that way.

Because we were… And stop me if you had a different experience in K through 12, but growing up we were taught to read, write, complete math problems all the way up to calculus proofs. But no one ever taught us to listen, even though teachers and parents were constantly saying, “Listen up. Pay attention.” No one ever taught us how to actually do that effectively or to control our brains for long enough to be able to choose what it is we would tune into and tune out of.

Pete Mockaitis
Well, you mentioned teachers and parents teaching. You had a beautiful story about your mother teaching you a lesson about listening. Can we hear it?

Katie O’Malley
Absolutely. So, taking you back to, gosh, 1993, I’m 11 years old, Northwest suburbs, outside of Chicago. And it was after dinner. My mom was sitting at the kitchen table. And I think this is important, drinking a Crystal Pepsi, right?

Pete Mockaitis
Oh, I remember those. Can you still get that? I liked that. I think it’s been gone for years or decades.

Katie O’Malley
Yeah, they discontinued it in pretty short order.

Pete Mockaitis
It’s a darn shame.

Katie O’Malley
She was drinking a Crystal Pepsi, flipping through a magazine like Better Homes and Gardens, and I’m on our landline phone that is corded into a wall, and everyone can hear my conversation, right? There’s no privacy as a child in that way, really, back in the the ‘80s and early ‘90s and I was on the phone for about an hour. It was like my after-dinner activity with my very best friend, her name’s Jenny.

And got off the phone after an hour, hung up the phone, and within seconds of me hanging up the phone, my mom very calmly said, “You’re grounded two weeks starting tonight.” And I was just beside myself. I was a good kid. That was the first time I had ever been grounded. And, Pete, I didn’t even know what it was for.

And so, racking my brain, “Did I swear or curse on the phone? Did I tell Jenny a secret I wasn’t supposed to tell her? Was I gossiping or speaking ill of someone?” And I couldn’t find where the issue was. And I said to my mom, tears in my eyes coming down my cheeks, and I said, “I don’t understand why I’m grounded. What is this? What happened?”

And she goes, “You were on the phone with your ‘best friend’ for an hour, and you talked about yourself the whole time. You talked about your day at school, your activities after school, what you had for dinner, what you’re going to have for a snack. You didn’t even pause long enough for her to interject. And you didn’t ask a single question either. And that’s simply not how we treat people in this house. So you’re grounded for two weeks starting tonight.”

And I’ve never forgotten that. It was so powerful because it bumped up against my identity of being a good, caring, kind human. And I had let her down, which all of this was new, I had never really done before. And what I think made that moment even more impactful was she was battling colon cancer at the time and passed away just about a little over a year later.

And it’s one of those last moments or memories that you have with a parent. It kind of gets imprinted on your brain and on your heart. And ever since, it’s just if I’m going to move through the world as the type of human my mom would have wanted me to grow up to be, listening has to be a part of that.

Pete Mockaitis
Well, that is powerful. Thank you for sharing.

Katie O’Malley
You’re welcome.

Pete Mockaitis
And it’s beautiful, and what a legacy, to see that many thousands of folks listening better as a result of that imprinted moment and her conviction and example. So that’s beautiful stuff.

Okay. Well, so then, listening seems like a friendly, kind thing that our mothers would like for us to do. And it seems like something we “should do.” But could you expand for us, what are the concrete benefits of upgrading our listening from whatever is the norm in this day and age to a masterful level?

Katie O’Malley
Yeah, so benefits include, first, really, when we listen, it’s not just about the other person. It’s about us. And so, there is, to some extent, a level of self-development that is happening even while you’re attending to another person and what they’re saying.

But by attending to them through actual listening, not just performing listening, which is active listening, which is something most people know about. And it’s a little bit like you’re doing right now for folks who are listening in. Nodding your head, making eye contact, kind of mirroring my body movements. That is active listening, but that’s a performance. That’s the thing that keeps our busy brain occupied long enough to actually start to focus on what’s being said.

So let me back up, though. The other benefits include, we are so isolated and lonely and starved for real human connection right now. And I think some of that started happening right around 2013, 2014, when Instagram started to pick up speed, kind of doubled down in the pandemic.

But as a result of that, folks have lost the ability to connect with one another and know how to really connect and tolerate the discomfort of, “I’m not sure what this person is going to say and I’m supposed to have a response,” because that’s how we’ve been socialized to respond when someone finishes speaking, not just continue down the path of learning more about them.

And so, iIf we’re able to do this, what the benefits include are greater connection because we have greater understanding with somebody else. We’ve given them dignity from listening, which I also think is something that is missing in our day-to-day adventures in the world, whether online or in real life.

And then also trust. Social trust is so low right now. And you can take just about any community, trust in schools, trust in families, trust on your team, and in your workplace. If we want to get back to a place where we understand and trust each other enough so we can connect, listening has to be forefront of that equation. And it’s just not yet.

Pete Mockaitis
Okay. Understood. Well, so this framework – attention, intention, recognition, AIR – let’s hear the rundown. How do we do it?

Katie O’Malley
So the way I encourage folks to think about this is applying it almost in, like, a double helix way. Like, DNA has those two strands that are wrapping around, and we are applying the AIR formula to our conversation partner. Simultaneously, we are applying the AIR formula to ourselves. And so, I’m going to go through each bit of it so we can talk about what that looks like.

A stands for attention. And I always say listening is a function of attention. We can’t listen unless we are at attention. And this is where active listening is actually very valuable and doing the things that I previously described, which is very apparent to the person who is talking. And it encourages them to keep sharing when you’re nodding, making eye contact, mirroring body language.

But we also need to be attending to ourselves, because we are the ones that tend to get in the way of our ability to really hear and understand someone when we’re listening. And so, what I encourage people to think about when you’re attending to yourself, scanning your body for what’s coming up.

Are you feeling your heart start to race when somebody shares something? Are you getting goosebumps when they communicate something that is really inspiring to you? Are you attending to the fact that maybe you floated away for a minute and weren’t paying attention anymore? And what caused that?” And starting to look for patterns in your brain and your body to be able to say, “These are kind of the tripwires that get me out of attention on what’s going on instead of staying focused on the person.”

And I also share one of the very best ways to do that. Put your phone on do not disturb. Put it on airplane mode. Mine has been in that setting for the better part of a decade, much to the dismay of friends and family. But when I am with them, there’s nothing that they appreciate more than me being fully with them. And so, they also understand when they can’t get a hold of me for three, four, six hours at a time, they get that same attention when I’m with them. So that’s A.

Pete Mockaitis
And to your point about people appreciating it so much that you’re with them, I have heard this comment made about a number of famous people. And, let’s see, I’m trying to, and I think there was a pope, there was a saint, there was a president, you know, there was a celebrity. And folks were stunned by this mesmerizing power they had, it’s like, “It’s like he was just with you.”

And it’s funny because, in a way, it doesn’t seem like that’s that extraordinary, and yet, apparently, it really is because people are struck when it occurs, particularly if it’s by someone who is of elevated stature, we’ll say. It’s like, “Oh, I am so lowly and they are so important, and they gave to me this gift of their full attention. And I was awestruck by that.”

Katie O’Malley
Our attention is a currency to spend, just like our money. And I think we have two of them right now. We have our money, and we have our attention, and so your point is spot on. And even if it’s just two folks having a conversation, and you’re able to do that for somebody, that’s how starved we are for attention from another human, is that that will stick with you much longer than most anything else that might happen to you in a day.

Pete Mockaitis
Well, and talking about tripwires, let’s see. Well, it’s funny as it’s so meta. We’re talking about attention. You mentioned it’s like a double helix. And then I was transported back in time to high school in which I was looking at a spread in my biology textbook about the double helix and the just amazingness of the process of DNA transcription and translation.

And the first time I learned about that, I was like, “Holy smokes, this is for real. This happens all the time, constantly in our bodies? This is so complex and information rich and miraculous and crazy.” So, anyway, that has very little to do with the conversation we’re having now. The revelations of biology from Pete in high school.

And so, I was there for, I don’t know how many seconds, more than three, and so let’s talk about that. When you’re attending to yourself and other, there will be times in which you are drawn elsewhere. What do I do with that?

Katie O’Malley
Every time, Pete. Every time you’ll be drawn elsewhere. Everytime.

Pete Mockaitis
Okay, every time. So what do I do with that?

Katie O’Malley
Every time. I do this for a living. It happens.

Pete Mockaitis
Yeah, what do I do with that?

Katie O’Malley

The very first thing is that your brain needs to know you’re going to do something with that thought or that you’re going to stay on that path. And so, when I was in graduate school and training up to be a therapist, it was one of the first things they said to us, “Every session you have, your brain is going to go somewhere else. It’s not going to be on your client for 52 and a half minutes, or whatever insurance companies pay for now.”

And that’s okay. That’s normal. That’s how we’re wired. But you have to do something with that thought. And the very best thing to do in that moment, jot it down, write it down. And if you can’t do that, then almost silently talking to yourself, saying, This is important to me, and I’m going to come back to it later. But this person is more important right now.”

And just practicing the compassion of you’re not going to stay focused on the person the whole time. You know this is coming. It’s going to happen at some point. The goal is how quickly can you become aware of it and come back into the conversation? That’s the goal, to reduce that time footprint you’re away.

Pete Mockaitis
Yeah, that’s intriguing. And I liked what you said about the note. We can write it down or you can sort of mentally write it down. And I’m thinking there are so many like memory tricks associated with forming associations. So, maybe it’s like, “Hey, next time I sit at my desk, I’m going to create a mental imagination association between sitting at desk and, whatever, the DNA double helix or whatever.”

And so, then you’ve effectively “written it down” in your mind such that you feel like you’ve got the permission to let go of it all the way.

Katie O’Malley
Exactly. And it could even be as easy, Pete, as saying, “Gosh, Pete, the double helix is important to you. Be sure to come back to it after this conversation. That’s enough.”

Pete Mockaitis
Yeah. Cool. All right. So, attention, it will certainly slip. We become aware. We note. We return. Understood. How about intention?

Katie O’Malley
Yeah, intention, this is the one that’s really tricky, especially for those of us who have been socialized in America and in our culture and in our society, where extroversion and speaking is prized over folks who are more introverted, quiet, not always using their voice, right?

But what I always say is communication has not taken place if the message was not received by the other person. So you can talk faster, you can talk louder, but if the other person isn’t attending to you and trying to understand, communication hasn’t taken place.

So, with intention, within the AIR formula, it’s your constant. It’s never going to change, whether you’re in a boardroom or at the baseball field for your kiddos. Your intention is always going to be to do your very best to understand what is being shared with you and not fall into the trap of trying to respond, debate, win someone over with your perspective.

Because I think and believe we’ve been so socialized to drive toward a singular outcome or result in a conversation that we’ve missed the point of most conversation is about exploration and learning. And if we can shift our mindset, and this is where the intention is internally, to, “Did I learn something?” instead of, “Did I convince Uncle Pat that he’s wrong about this particular piece of news or information?” that cuts down on 90% of the roadblock to be able to listen to understand.

Pete Mockaitis
That makes a lot of sense because it’s a much more achievable objective to learn something and understand someone than it is to convince or have a brilliant rebuttal because that will necessarily require substantial cognitive attention to formulate, as opposed to, “Oh, I’m going to understand this person and learn,” then naturally, your brain is pointing itself at them and, hence, facilitating listening.

Katie O’Malley
Yes, exactly. When we try and figure out what we’re going to say next before the other person has even finished speaking, we’ve missed out on some really good information, and probably information that could connect us, right?

And there are moments where moving from a stance of dialogue to debate might be required in a courtroom or in a negotiation. But even then, when you’re demonstrating an intent to really understand somebody, it is very difficult for them to show up in a defensive way.

What usually ends up happening is then they’ll mirror us and try and give us the same space and reciprocity that we gave them. So, after they finish sharing and then you do the recognition part, which we’ll talk about in a second, you can then say, if they haven’t already invited you to, which they already probably have is, “I’m wondering if I can share my perspective on this or my experience with this.”

Because, so often, too, even if it’s not contentious or a debate, where people will default to is, “I’ve had that same experience. I am going to tell them about my experience so that they can now understand a part of me so we can connect.” That’s not connection. You haven’t given them the full dignity of their own experience by recognizing and giving them the dignity of really being seen, which happens in the last part.

Pete Mockaitis
Okay. Well, let’s hear about this recognizing and dignity.

Katie O’Malley
Yeah, recognition. So I’m sure you’ve probably heard this, “Therapists get paid to just sit there and nod and listen,” right? Listening is a very active brain activity if you are doing it right and doing it well.

And the goal is to help the other person make meaning of what they’re sharing, help them feel seen and heard, and that you’re making the attempt to understand by offering recognition and by – how do I want to say this? – bearing witness to that moment of their life. We’re social creatures. That’s all we want is to know that we exist and we matter in this realm that we’re living in.

And so, an example that I’ve given before is, your kid comes home from school. You just logged off of back-to-back-to-back Zoom meetings for the last nine hours, and you asked them how their day at school was. They’re telling you, whether or not you’re actually listening and trying to make meaning of it for yourself or for them, might depend on the day.

But what I encourage people to do is be able to summarize what you’ve heard, share an observation of something regarding their body language, their facial expressions, their energy, and finally reflect a feeling back to them.

So it would sound something like this, “Wow, it sounds like you had a very full day at school. But I noticed your face light up when you talked about the experiments that you ran in science class. That experience must have been really interesting for you. Can you tell me more about that?” And just see where they take it, right? Instead of, “Yeah, that sounds like a school day.”

Pete Mockaitis
“That was your school day.”

Katie O’Malley
“Let’s get your shin guards on and hop in the car.” And sometimes people will say, “Katie, I don’t have the time.” I’m like, “Well, you have the time while they’re talking to try and process the information in a new way, and then share back a different sentence to them.”

And they can be telling you about the next thing as you’re getting them ready to go to their activity or do their homework or whatever it might be. And the same holds true with colleagues, partners, friends, it’s just, “My only goal, summarize or paraphrase what I’ve heard. Let them know that I’ve seen them and offer a reflection of feeling.”

Pete Mockaitis
Yes. And what’s interesting about that, it’s so funny, I think that I can sometimes be a little reluctant to do a reflection of feeling or to even say people’s names for whatever reason.

Katie O’Malley
It’s vulnerable, that’s why.

Pete Mockaitis
It’s sort of like, “Well, okay.” Well, lay it on me, Katie, what’s going on? It’s vulnerable for me to say your name?

Katie O’Malley
Because then my attention is going to be directly on you. That’s a choice you’re making.

Pete Mockaitis
Oh, yeah, that’s true. And I am almost a little nervous that if I say a name, it might come across, it’s almost like aggressive or demanding or my tone, because the name is such a special word to us, that my tone might not match how someone wants to have their name said. It’s like, “Actually, the emphasis is more of a KAY-tee as opposed to a kay-TEE. So, Pete, if you don’t mind.”

But great thought. I mean, there’s some counseling in action a level deeper, so there’s vulnerability there. And I think there’s also vulnerability on the emotion side. It’s like, “Ooh, I don’t want to say the wrong emotion,” because it’s like, “You idiot. Did you…? Where were you? Like, why would you take that that way?”

And yet, I think, in practice, and tell us if this is the case, Katie, in practice, I think even if you get the emotion wrong, people appreciate that you identified there was something noteworthy going on there. It’s like, “No, science wasn’t interesting. It was horrifying. Dissecting this animal? Ugh!” You know, it was like, “Oh, well, it was certainly something, and I noticed that it was something,” so you still kind of get some points for that.

Katie O’Malley
You do. And the opportunity to clarify, right, and to keep that person engaged, you’re absolutely right in that you’re going to reflect the wrong feeling. Just accept it. You are at some point. But the purpose isn’t to get the reflection of feeling right. It is one of the most high-level complex skills to be able to practice as a therapist or counselor and get that right.

But what it does is, to your point, shows the other person that you’re making the attempt. And then what they get to do is clarify that for you. And they’re willing to do it because they understand that you’re really making an attempt to understand them, and they’ll keep going. And this is what builds trust and connection.

Pete Mockaitis
Well, you’re right. And I’m thinking about my own experience in therapy contexts with therapists who are supposed to be the best at this, to have misidentified my emotion. And I never walked away thinking, “Oh, my, what a hack.” It advanced the conversation, like, “No, I wasn’t angry. I was scared.” It’s like, “Oh, well, that’s still rich, fertile ground for us to continue pressing into.” So it was valuable having even the wrong emotion reflected.

Katie O’Malley
Because it gives you the opportunity to really consider what you were feeling in that moment. And that’s the piece I think we so often forget as humans, is that we are feeling beings that happen to have a helpful thought every once in a while. But we really fancy ourselves as these incredibly cognitive, thoughtful beings that happen to have a feeling every once in a while.

And the moment that somebody helps us go there, we’re able to reconnect to our own humanity and develop a deeper sense of self-understanding, which, again, vulnerable but also incredibly valuable and a conduit for building trust.

Pete Mockaitis
And a follow-up question, you said it’s, generally, not ideal to share, “Hey, I had that experience, too,” but rather to finish fully listening to the other person and then perhaps asking for that permission. So, it’s interesting the way our free associative brains, particularly this mind, for sure, if someone says something, it sparks something, and then I’m excited about it. And it’s like, “Oh, I could share this because it feels connective to me, but it may not feel connective to them.” Do you have any pro tips for how do I navigate this domain?

Katie O’Malley
One of the things that I think is really important to remember about experience. It is not the shared experience that actually connects us. It is the shared emotion as a result of that experience. And so, oftentimes, because I am a very enthusiastic, energetic person, and I struggle with this when someone shares an experience and I’ve had a similar one.

What I’ll say is, “There’s something I want to come back to but, first, here’s what I heard. Am I following? Am I tracking?” And then it’ll be that invitation again from that person, “Oh, what was that thing you wanted to share?” And you can say, “Oh, I had a similar experience to you in this particular domain. For me, it kicked up a lot of worry and anxiety. But, for you, seemed to kick up excitement. Can you talk more about that?”

And, again, going back to that reflection of feeling piece. And it’s not so that we can diagnose and pathologize folks, but that is where true connection happens. Because to recognize the feeling that we’ve had around an experience, requires us to be vulnerable and access that, to then be able to reflect it back to somebody else and share that is what creates the connection and invitation to keep going a level deeper.

Pete Mockaitis
That’s a really good distinction. It’s the shared emotion instead of the shared experience providing the connection. So, if you had an experience and then that happened to me, too, it’s almost like, “Okay.” It’s like, “That’s not doing much for me.” But it is when it’s like, “Oh, yeah. Emotionally, you really understand.”

And in a way, it could be a completely different experience, but it’s a shared emotions. It’s like, “Ah, yes. I, too, was very excited about an opportunity that, unfortunately, did not come to pass. And so, I know, I’ve experienced that disappointment vibe and then it almost makes you wonder about blah, blah, blah.” Like, “Yes, exactly, that’s how I feel in this moment. Thank you.”

And so, I hear what you’re saying, is that that’s much more connecting there, and to wait instead of like, “Well, back to me and my stuff.”

Katie O’Malley
Exactly, because then it’s very clear to them you haven’t been listening. You went off into your own little world of your experience instead of staying with them in that moment.

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

Katie O’Malley
I did a TEDx Talk on this back in June, so you can give it a Google, the, “Attention We Give: Lessons From Listening for a Living.” Test it out. Practice some self-compassion. You’re not going to be great at it when you start. Nobody is. But when we put in the effort to do this for others, it’s only going to enrich our relationships and experiences as we move through the world.

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

Katie O’Malley
One of my favorite quotes is, “Chance favors the connected mind,” to be able to seize an opportunity, right, because you’ve done the work of reflection and self-understanding to know that this is an opportunity for you.

Pete Mockaitis
Yeah. Well, it’s funny, I was taking that a completely different way in terms of, when you’re making connections in your mind about a thing, and you encounter stimuli in the context of having reflected upon that thing, it serves as an idea, or inspiration, potential solution, and it feels like a huge lucky break.

Katie O’Malley
Yeah, that, too.

Pete Mockaitis
So, yeah, multiple, multiple layers there. Okay.

Katie O’Malley
Multiple interpretations.

Pete Mockaitis
All right. And a favorite book?

Katie O’Malley
Timequake by Kurt Vonnegut.

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

Katie O’Malley
I love a notebook, a good notebook, and a pen. There’s nothing better than the mind-body connection of writing something down instead of letting AI take our notes for us.

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

Katie O’Malley
“We are humans that happen to work. We are not workers who happen to be human.”

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

Katie O’Malley
EncourageCoaching.org, or you can find me on Instagram, encouragecoachchicago. Great to go there if you’re ready to rage quit your job, for some funny content or cute videos of my dog.

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

Katie O’Malley
Get on the listening train and pick one of the elements of the AIR formula this week to practice just one at a time and stack it.

Pete Mockaitis
Okay. 

497: How to Prevent Burnout by Shifting Your Focus with Aaron Schmookler

By | Podcasts | One Comment

 

 

Aaron Schmookler discusses how a service-oriented mindset keeps you from burning out.

You’ll Learn:

  1. A powerful phrase for de-escalating conflict
  2. How to stop feeling so self-conscious
  3. How to make work more fulfilling

About Aaron:

For over 20 years, Aaron has been striving to help people find their own intrinsic motivation, their capacity to collaborate, and the fulfillment that comes from harnessing the creative impulse in us all to serve others.

In 2014 Aaron and business partner, Adam Utley, co-founded The Yes Works and developed the Adeptability Model of collaboration and leadership training and the Adeptable Culture Audit. Aaron and The Yes Works serve clients across the country and across industries including Microsoft, MOD Pizza, DiscoverOrg, Burkhart Dental Supply, SOG Knives, 9th Gear, and Textainer to make work good for people and people good for work.

Resources mentioned in the show:

Thank you Sponsors!

  • FabFitFun Get $10 off your curated subscription box delivering happiness with the best in beauty, fashion, home, wellness, and tech with the promo code BEAWESOME
  • Blinkist: Learn more, faster with book summaries you can read or listen to in 15 minutes at blinkist.com/awesome
  • Eyeconic. Get name-brand eyewear easily and affordably from eyeconic.com/awesome.

Aaron Schmookler Thomas Interview Transcript

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

Aaron Schmookler
Thanks for having me, Pete. I’ve been listening to your show for years, learning a lot from it, admiring you from afar, we’re birds of feather, you and I.

Pete Mockaitis
Oh, thank you. Well, I appreciate that and, well, thank you. I’d love to get started by hearing a little bit about your background. It seems like one of your formative experiences and key credential is that you worked in the Elephant House of the National Zoo. What’s the story?

Aaron Schmookler
Well, if I’m really going to tell the story, it goes back to that my mother actually was dating the curator of mammals at the National Zoo. I had to, in order to graduate from high school, find some way to do community service. A number of my friends had done envelope-licking and envelope-stuffing and things like that. That sounded like an unbelievable drag to me. And he said, “Well, I can’t get you a gig but I can introduce you to the head of the Elephant House.”

Pete Mockaitis
Power broker.

Aaron Schmookler
Exactly. I met the assistant curator of mammals he told me that they don’t permit people my age, at 16 at the time, to work in the Elephant House because it’s too dangerous. And after an hour’s conversation, he changed his mind and permitted me to work in the Elephant House. I shoveled, I did the calculation at one point, I don’t remember what it was, but it was many thousands of pounds of poop.

And I got to ride the elephants and it was a fantastic, remarkable, fun experience, and I learned a lot about leadership actually there because of how consistent you have to be as an elephant keeper, which I was not. But as an elephant keeper, as an elephant trainer, you’ve got to be incredibly consistent or the elephant will kill you.

Pete Mockaitis
Well, yeah, that can really be a formative experience and one that probably certainly beats the licking of envelopes for your volunteer requirement.

Aaron Schmookler
Yeah, I don’t make a good envelope licker.

Pete Mockaitis
And it’s dangerous. I guess the sponge is a better approach. Better.

Aaron Schmookler
Indeed, yeah. No paper cuts on the tongue for me.

Pete Mockaitis
Well, so nowadays you’ve moved onto different career path outside of elephants, but your company utilizes the work of improv, “Yes and,” something you call adeptability. Kind of what’s the story here and how does improv stuff help us be awesome at our jobs?

Aaron Schmookler
Well, the story, again, I’ll go to my family. My wife told me she was pregnant, I looked around the work culture and the place that I was working at the time, and thought, “Man, is this a drag.” People clock-watching, it wasn’t particularly cool to be glad to be there, although I was. I loved my work. And I just thought, “I can’t stand the idea that my daughter is going to inherit the prevailing work culture in this country.”

And so, I reached out to a friend of mine who’s the best improvisor I know, Adam Utley, and I said, “I want to change work culture. I want to use improv to do it. I need you to help me. I can’t do this on my own.” And so, we started actually doing what we called improv for business which we knew other people were doing.

And as we got into further along in our business, we realized that the other people out there doing improv for business were doing something different from what we were doing. And so, we had to come up with a different name for it and we thought about the folks who had hired us, what they were looking for. They wanted their teams to adapt, they wanted their teams to be excellent communicators, to be excellent collaborators. They wanted really people to be adept at teaming.

And so, we took adaptability and adept, and we smashed them together. And so, we called our training program Adeptability.

Pete Mockaitis
Clever. All right. And so then, tell us, what does it mean to be adeptable and how can we be more of that?

Aaron Schmookler
Well, when we defined this for a team, an adeptable team is, and I supposed it would stand for individuals as well, somebody who is adeptable. A team that is adeptable is exceptionally good at doing what they do regardless of the circumstances. And what we know about what it takes to do that is that you really need to take in input, you need to take in the input of your fellow collaborators, you need to give input, when I think about, what’s the name of the book, Good to Great, and he talks about how important it is to have an open system, a collaborative system is an open system, so you need to be an exceptional collaborator.

And also, to collaborate with reality. I think one of the things that prevents companies from being adeptable teams, and people from being adeptable, in my own life where I am not adeptable, where I get myself into trouble is where I am not allowing myself to see reality. And so, where teams, where companies resist reality that’s where they run into trouble, and you can ask Kodak about that.

Pete Mockaitis
So, reality, like, “Hey, the marketplace is changing. Customers don’t want this thing anymore.” What are some other realities we might ignore and why do we do that?

Aaron Schmookler
One of my clients is a CEO who had an important director in his company who was an incredibly strong performer, who had connections in the community that really mattered to their company, and who engaged in a lot of passive-aggressive behavior, who did a lot of things that offended people that really created an environment of fear and manipulation on her team. And rather than look that reality square in the face, this CEO spent a lot of time kind of making excuses for her. So, that’s one example.

Another example might be, you know, I could think of my own efforts to prospect, to find clients, and I might write an email that I really like. And so I will send it out to lots of folks that I’ve met, lots of clients from the past, and I’ll just keep sending this email out even though it’s not getting me any results because I like it, I’m closed to the fact that it may not giving me the results that an email where I’m paying more attention to my audience might get.

Pete Mockaitis
Okay. And so then, how do you open yourself up to receive and adapt to that reality well?

Aaron Schmookler
Well, it takes discipline and, to me, it really takes systematizing collaboration, and that’s what improvisors are great at doing. There are principles behind improv. A lot of people think that improvisors get on stage together and they wing it, and they just kind of make it up as they go along. The fact is that they don’t make it up as they go along.

What they do is they listen really hard both to their scene partners, in the case of theater improvisation, and they listen also really hard to the tiny little tickles in their brain that erupt as a result of what they’ve heard from their partners. So, they allow themselves to be inspired, they allow themselves to surprise themselves, and they allow themselves to not be attached to where they think this thing might go.

And, speaking for myself, I find it very difficult to let go of that attachment. I find it very difficult to let go of the plan. Some of the habits that I formed are to also listen both to my improvising partner, whether that’s on stage, or whether that is a CEO whom I’m coaching, and allow my plan to kind of sit beside me while instead I react, I respond to the moment. And I forget, was it Churchill who said that planning is imperative, and plans are nothing?

Pete Mockaitis
Yeah, that is ringing a bell. That’s like the process of planning means that you’re thinking through a lot of great stuff but the actual output of it is very, very well not at all be what you end up doing but you’re enriched by having thought about it.

Aaron Schmookler
Exactly. It goes right along with the quote, “No plan survives first contact with the enemy.”

Pete Mockaitis
Certainly. Otherwise you end up like, I guess, Michael Scott who always had a plan in his improv to have a gun in every scene is what I’m thinking about from The Office, and it didn’t work so well, and his improvisors didn’t like working with him and excluded him from the fun they were having.

Aaron Schmookler
I don’t know the particular context that you’re talking about and I imagine that what happens when you bring a gun into every scene is that people simply get shot and you railroad the scene, you determine what’s happening, and nobody else really has any input.

Pete Mockaitis
That’s right. Yeah, they’re all just on the floor pretending to be dead.

Aaron Schmookler
Isn’t that fun?

Pete Mockaitis
Certainly. Well, that’s talking about improv, we were going to talk about burnout. But I suppose there really is a healthy bridge, an overlap here associated with, I understand one of your foundational principles here is that when you’re focused on yourself and you plan how it should go as oppose to the other, you naturally get more exhausted. Can you unpack some of these ideas here?

Aaron Schmookler
So, there’s this concept emotional labor that’s getting a lot of attraction in some of the research these days. Basically, there are a number of forms of emotional labor. We have a big tech client out here in the Pacific Northwest, for example, where we surveyed the leaders, and most of them answered the question, “Do you feel like you can be yourself at work on a scale from one to ten?” They were down in the three to four range thinking that’s not very much yourself.

So, if you’re not being yourself, that’s emotional labor. Or I think about folks in customer service, we work with folks in customer service who feel like they have to smile and act chipper, and they’re putting on this disguise, they’re putting on these adjectives that fit their picture of how they’re supposed to be with their clients.

And I’m not suggesting that they’re not correct, and it’s exhausting to, for example, if you’re already tired because it’s the end of the day, it’s exhausting to decide for yourself, “I’ve got to be chipper. I’ve got to be energetic. I’ve got to be cheerful.” And, in fact, my degree is in theater, I’m a theater director, and what actors know is that you don’t go on stage and be angry. You don’t go on stage and be or pretend to be cold. You don’t go on stage and pretend to be happy. You go on stage and try to affect the people on stage with you.

And when you invest stakes in accomplishing affecting the other person, then the way that you must be bubbles up naturally. And so the implication for folks at work is that if you go in to work to serve people, if you’re in a call center and you get on the phone and you’re dealing with an angry customer, and you think, “I’ve got to be cheerful,” that will feel very, very difficult and it will wear you down. To have somebody yelling at you, and in the face of what feels like belittling behavior from them, you are just all smiles. It will feel incongruous and incongruent, and it will be exhausting.

If, however, you think of it as your responsibility, your duty, your mission to serve them, then that cheer will both be easier, less exhausting, and it will also be much more fitting, much more relevant to the situation. So, instead of responding to anger with cheerfulness, which might actually get you more anger, you respond to anger with service that may also sound light, that may also sound cheerful, and it also be organic. We’re incredibly sophisticated tools. We’re incredibly sophisticated measuring tools, we humans, and we pick up on very subtle things.

And I’ll give you an example from my week. I hired somebody to send out, to craft and send out some marketing messages. The name of my company is The Yes Works. He was supposed to send me this message, I was going to review it, approve it, and then he would start sending it out. And instead he just started sending it out, and instead of saying, “Hi, I’m Aaron, a co-founder of The Yes Works,” it said, “Hi, I’m Aaron, co-founder of Yes, It Works,” and I was not happy.

And I called him and he certainly acknowledged it as a mistake, and the more I kind of tried to get him to respond in the most relevant way that I could imagine, he was becoming more and more defensive. And in response to his becoming more and more defensive, I noticed I got my dander up. And I was just about to kind of raise my voice when I took a page out of my own training book, and said, “How can I serve him?”

And in that moment, I also kind of recognized how difficult it would be for me as a business owner to get this call from one of my clients, how ashamed I would likely feel, how tempted I would be to try to save face in whatever way that I could. And in that moment of service, I calmed down, not in effort, it was an effortless calm down, just all of that chemistry drained out of my body, and I said, “You know, I can imagine how difficult this is and how much your mind must be spinning. So, I tell you what I think we should do. I think we should get off the phone, I’ll give you 24 hours to just consider how you would like to respond because I think I’ve been putting you on the spot and requiring that you respond to me right away.”

And it was no effort for me to pretend to be calm in order to get that response from him. It was simply I decided to serve him instead of requiring that he serve me exactly as I wanted to be served, and it changed the whole relationship right there in that moment.

Pete Mockaitis
Well, just because we have to have completion for a story, what happens within the 24 hours with the response?

Aaron Schmookler
He came back in a much more relevant fashion, and stopped defending, and stopped kind of trying to retry questions that we had already answered earlier, and it is an ongoing thing because it’s actually very recent. So, I gave him to the end of today to give me a response, and we haven’t quite got there yet.

Pete Mockaitis
Okay. Well, so that’s powerful there with regard to that mindset shift with regard to, “How can I serve this person?” And then, in doing so, I guess it’s just natural that you’re focused less on yourself, and how you’re angry, and you’ve been wronged, and this is ridiculous, and you’re spending this good money, and this is a rookie mistake, and aren’t they supposed to be good at their jobs, into you’re in their shoes. I can see how that would just sort of change your whole emotional being in a hurry.

Aaron Schmookler
Yeah. And one of the objections that we get when we talk to clients about adopting this mind of service, just as you said, “I’m the one paying. Why am I going to serve him?” Well, because it’s less exhausting for me, because it’s more effective. We actually started to make progress when I started to serve him. And I’m not talking about being walked on. I didn’t say, “You know what, it’s no problem. Don’t worry about it.” Instead, I thought, “How would I want a client to treat me?” And part of how I want a client to treat me is to hold me accountable, and part of how I would want a client to treat me is to give me the opportunity to come to wisdom, right?

So, serving people is not soft, it’s not laying down. It’s calling people up to their highest selves, sometimes. Sometimes it’s bringing somebody a glass of water.

Pete Mockaitis
Okay. Well, so this is great in terms of you’re less exhausted and you’re getting better results. So, I guess my impression here is that this seems like a great principle, which is wise and proper and we should do. However, in the heat of busyness, lots of obligations, lots of distractions, and things pulling for our attention, and our own sort of emotional triggers, it’s probably hard to do with great consistency. So, do you have any pro tips on how we can keep coming back to this again and again when forces try to pull us away?

Aaron Schmookler
Practice. Practice. Practice. Practice. I am really good at this in my professional relationships. I’m a lot less good at it in my personal relationships, and so I practice there as well. Asking for feedback, taking timeouts, adapting tools. One of my favorite tools, and I know we’re going to get to this again later, is, “Tell me more about that.”

When I find myself getting my dander up, I go, “Okay, I’m going to choose to say, ‘Tell me more about that.’” And what I get often is an opportunity to, as they say, listen to understand where I can feel that kind of hijack coming, that neurochemical hijack coming, I say, “Tell me more about that,” and then I get more information. So, that’s another thing.

Vocabulary and, “Tell me more about that” is a piece of vocabulary is an incredibly powerful mind-shifter, or mind-crafter. So, we can craft our minds by disciplining ourselves to certain kinds of vocabulary.

Pete Mockaitis
Yes. And what’s so great about that is you can, well, that piece of phraseology there, “Tell me more about that,” is very flexible and that can go anywhere and it gives you a pause because even if someone said the most offensive, outrageous things to you, like, “Aaron, you are a moron and your entire company sucks and is this a big rip-off. I think it’s a big rip-off fraud scam and I need all of my money returned instantly.”

Aaron Schmookler
Right.

Pete Mockaitis
I don’t know. I tried to conceive of the most outrageous things someone could say to you. And when you’re about ready to yell, you could say to them, “Well, tell me more about that.” Even just say so you can take some breaths.

Aaron Schmookler
And it’s incredibly disarming. And you really are right on the money. We were working in a call center just last month, and some of the call center reps were telling us some of the horrendous things that people say to them when they call.

Pete Mockaitis
Well, example please. Dirt. Give me the juicy details. You can skip the profanities if possible.

Aaron Schmookler
Okay, yeah. So, yes, skipping the profanity, “You are a bleepity bleep. Your company is full of bleepy bleep bleep and I can’t believe that you have the audacity to steal my money,” right? That’s one of the things that this person said. And I’m toning down my voice, also as I understand it, that was pretty well hollered. The person had to take their headset off in order not to get their ears damaged. And this is exactly the tool that we recommended to her, “Tell me about that.”

And the way in which, I mean, that’s a tremendous act of service. To say to somebody who is in that frame of mind, “Tell me about that,” is such a tremendous act of service. You can hear the fear and the expectation that they will not be received, the expectation that they are out there on a limb all alone, you can hear it in the vocabulary, you can hear it in the tone of voice, you know that’s what’s happening from afar. When you’re the receiver of that, it just feels like an attack.

But to serve them in such a way as to say, not, “Hey, screw you,” or, “I’m going to hang up,” or, “You can’t talk to me like that,” to say instead, “Tell me about that,” is so disarming because it is such an act of service in a moment when they’re expecting a battle.

Pete Mockaitis
I think it’s great for feedback too just within a workplace. If someone says, “Hey, Aaron, I think that this podcast interview, you’re really scattered, you’re all over the place. Have you done any prep whatsoever? Your sound quality is dismal. Did you read any of the documents I shared about a proper mic?” Whatever. So, even if I give you feedback that might be true, it’s not, you’re doing great. It might be true even if it’s not overtly hostile, I think “Tell me about that” works there too just because, like, “I cannot believe the way I bend over backwards and this is the lack of appreciation I’m getting, to tell me that I’m not meeting expectations after this guy gave me zero guidance whatsoever,” whatever.

You can sort of go start spinning with regard to why you’re mad about the feedback you’re hearing, then “Tell me about that,” one, might get you some actionable wisdom and, two, lets you calm down and, three, I think would really just, as a manager, I’d appreciate it, like, “Well, thank you. Here’s a person who is actually interested in my feedback as opposed to putting up all the excuses and defenses.”

Aaron Schmookler
And we both get to learn that way, right? If you as my manager come to me and lambast my work, and I say, “Tell me more about that,” I mean, you’re likely to come out of that lambasting posture because, again, it’s unexpected. We expect resistance. It’s Aikido, right? Aikido is a martial arts wherein you absorb the energy of your combatant and redirect it.

And so, the service is a fantastic form of interpersonal emotional Aikido. And so when I say, “Tell me more about that,” to an angry manager, well, I might get an initial kind of fiery burst, but then it’s all spent, and even more likely, the fiery burst won’t even happen because the wind has just suddenly been removed from those sails, and now it appears as though we’re on the same side of the table, looking at the same jigsaw puzzle.

And because that really lowers defenses, and it diminishes offenses, we could both become a lot more objective about how these puzzle pieces fit together. You, as my manager, may discover something that you didn’t know, I, as the managed, may discover something that I didn’t know, and we both get to walk away with a lot fewer bruises and scrapes.

Pete Mockaitis
That’s really great stuff. So, then when you talk about service, I guess you’re thinking about service in the moment in terms of a conversation. But we could also pull back and think about service more broadly in terms of your overarching personal purpose or your purpose as an employee. How do you think about some of that introspection and clarity that can infuse the service into everything in good vibes?

Aaron Schmookler
Boy, what a question. Thank you for asking because you’ve got me thinking now and I’m looking at the ceiling. So, the first of our fundamentals of Adeptability, the whole umbrella, the whole purpose of the day, we call it trust as an action. And you get trust as an action through “I got your back” culture. And we talk about trust as a feeling.

Trust is, in fact, also an action and there’s often kind of the stalemate that happens in workplaces where, “Pete, I’m not going to give you any task, I’m also not going to be vulnerable with you until you prove to me that you are worthy of my trust.” Now, what do you have though to prove your worthiness of my trust? It’s kind of like the catch 22 where I won’t give you a job until you have experience, and you can’t get experience without getting the job.

And I will never feel trust for you, I will never trust in you until I invest my trust, until I give you my trust, until I take trust as an action, and then I will experience from you what you do with it. So, you can either earn more trust or you can spurn, you can burn that trust. Either way the trust I really have to have is trust in myself, or trust in the system, or trust in the rest of the team to be able to weather whatever you, Pete, do with the trust.

And so this is maybe a roundabout way of getting to my answer for you, which is that I, anyway, find a lot of meaning in figuring out how to have ever more trust in myself. And part of how I have ever more trust in myself is by serving others. I think you brought this up a little bit earlier on the self-consciousness. Self-consciousness is such an apt description of itself. That term is so apt, “I’m conscious of where I have anxiety. I am conscious of myself. I’m really paying attention to myself.”

When we stand up in front of a crowd and feel nervous, feel frightened of public speaking, it is because we are self-conscious. We are conscious of ourselves, “Will I do it right? Will they like me? Will I stumble over my words? Will I remember what I wanted to say?” There is all of this focus on the self. And what happens when somebody stands up in front of a crowd and instead thinks, “I’m here to serve you,” and they speak and they pay attention to the response that they get from the crowd, they pay attention to how attentive the crowd is, they pay attention to where the crowd may need them to pause, these things just flow and the anxiety melts away because we are other conscious.

So, what’s the cure for self-consciousness? The cure for self-consciousness is consciousness of the other. And service is the best portal for gaining that consciousness.

Pete Mockaitis
Yeah. And so, when it comes to consciousness of the other, I think that the questions that you ask yourself are powerful in terms of focusing your energies and your attentions onto something. Like, the brain just naturally wants to seek answers to questions posed, or like you told a story earlier, the brain seeks completion to a story that we wade into the middle of. Are there some internal questions that you recommend folks take on that have a natural way of pointing our consciousness to others?

Aaron Schmookler
The “What do you need in this moment?” is a really good one, which is different from, “What do you want?” because people will tell us what they want all day. It may not be what they need. It may not be what would really affect them. You can think about negotiations in medical malpractice situations where they’re saying, “We need $5 million,” and the negotiation goes back and forth, “Two-hundred thousand,” “No, 5 million,” “Okay, 300,000,” “No, 5 million.” And sometimes when you get the patient, the wronged patient away from their attorney, all they really need is an apology.

Pete Mockaitis
Yeah.

Aaron Schmookler
So, “What is it that you need?” is a great question. And if I may respond to your question in other ways, other than answering it, there are system of adeptablity, the “Got your back” culture that we’re talking about, we build on four principles. One, “Yay for failing,” that not, “Hey, isn’t it great that we failed.” In fact, we say failing rather than failure because failing is a fragile present progressive word. The only thing you need to do to break that verb is to pick yourself up and start working again. If you’re working then you’re not failing because you’re actually back in the trying stage.

So, it’s actually fantastic to have ambitions that you can’t easily accomplish, that’s how we grow. And also, being in an environment where “Yay for failing” is practiced. That’s a service in and of itself. To say “Yay for failing” to somebody else who’s maybe just fallen down is a service. To say, “Yay for failing” publicly is also a service because you create an environment where other people feel free to fail, and then get up.

By the way, I don’t mean to say that we should just wallow in it, but we should get up and keep working. So, we move from “Yay for failing” into “Be obvious,” which is about really being direct, really being clear, saying what has so far been unsaid, nothing goes without saying, and most importantly what’s obvious to you is not necessarily what’s obvious to me. There is no such thing as common sense.

And these are all questions also in a way, “What is the obvious thing to me? What may not be obvious to you? How do I create clarity? What are the things that have gone unsaid so far? What’s the elephant in the room?” And from there we say you really have to take in the information. This is what we were talking about earlier. You have to take in the information in order to have a relevant response.

Kodak refused to take in the information that digital was the way of photography’s future largely because they were attached to their film business. They made so much money on film and film processing that they couldn’t even imagine a reality in which film and film processing were going to be removed from the economy.

And then, lastly, “Yes and” which is something that you brought up, which is an incredibly advanced skill. And while it’s the most commonly known improv principle, it’s also the hardest because it’s hard to say yes to bad ideas, it’s hard to say yes to somebody who says on the phone, “You’re a bleepy bleep and your company is full of bleepy bleep bleep bleep. How dare you steal my money.” Saying, “Tell me more about that” is actually a “Yes and.”

Pete Mockaitis
Right. Without you having to explicitly say, “I agree, sir.”

Aaron Schmookler
Yeah, absolutely.

Pete Mockaitis
“We are fraudulent, aren’t we?”

Aaron Schmookler
Right.

Pete Mockaitis
It’s like, “Tell me more about that.” You’re saying, “I’m curious,” and we can build on that and without you feeling like you have betrayed something by giving something up.

Aaron Schmookler
That’s right. And, yes, also might take the form of, “I can understand how you would see it that way. And let me share how I see it.”

Pete Mockaitis
That’s good. Well, thank you. So, all right.

Aaron Schmookler
Sorry if that was too long a monologue. I noticed I was holding forth.

Pete Mockaitis
Yeah, we’re covering a lot of really great stuff here. And so then, I’m intrigued, when it comes to, it sounds like with regard to burnout that when you practice these things, you’re just naturally less exhausted because you’re not forcing it, you’re not faking it, serving is energizing just because it feels good to help people and make them feel good. So, any other tips when it comes to keeping the energy flowing? You got an interesting turn of a phrase about treating the workday like a workout. What does that mean here?

Aaron Schmookler
A lot of people come into work, and I have been this guy, and they go through the motions. And there’s actually, I think, nothing more burnout-inducing than just going through the motions, phoning it in, following procedure and protocol on autopilot. That we are beings, we humans, who aspire to growth. We are fed by growth. We are fed by accomplishment. And there’s nothing fulfilling about going in and just going through the motions.

There may be a few people out there who would love to be paid, I hear about folks whose jobs essentially don’t really exist. They go in, they’re paid, and there’s nothing that they are required to accomplish. And most people in that circumstance feel like they’re withering on the vine. And one of the great ways, I think, to feel as though you are working, growing, contributing every day is to come in and serve.

You cannot serve while going through the motions. You cannot serve while on autopilot. If you really are trying to serve the people in front of you, we people are incredibly dynamic, incredibly changeable, changing things, and so by serving we create the constant change of what it is that we need to accomplish and the ways in which we may need to accomplish it.

And if you really are committed to serving, when I am really committed to serving, I also run up against my own bull, the places where my ego really gets in my own way, the places where I have blind spots. And in my most intimate relationships are the places where I am most tempted to serve myself, where I’m most tempted, for example, to have arguments where I can watch myself saying, “I never did that,” or, “That’s not where I’m coming from,” even though I know that the truth is exactly what my wife, for example, is telling me it is, and my ego won’t let me tell the truth.

And so, that’s a place where if I am able to turn myself instead to service, that I get to grow, I get to feel accomplished, and, therefore, I get to feel alive. And, really, what is burnout but not feeling alive?

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

Aaron Schmookler
Oh, man, we’re just scratching the surface, and that’s worth mentioning all by itself. We’re just scratching the surface. And the other thing is that we will serve best when we are generous with ourselves. I’m not suggesting that we go out and be selfless. I’m suggesting that we go out and serve. And sometimes that means that we need to turn off our cellphone, and go to the spa, go get a massage, go on a fly-fishing trip, as somebody I was talking to this morning is about to do in Alaska, to recharge.

And that serving of the self is sometimes required, is regularly required, frankly, in order to be able to serve others. And when we find the places where our conditioning, where our ego, where our habits interfere with our ability to be decent, to serve, to even be proud of ourselves rather than ashamed, well, I suggest that we’d be kind to ourselves.

I remember telling my mentor just a couple of weeks ago about a place that I was just like, “Man, I just don’t know why I keep doing this.” And she said, “Why do you judge it?” And it was so freeing to have her say that to me. And that gift that she gave me also made me more capable of addressing this gap in my own habit.

Pete Mockaitis
Lovely. Thank you. Now, could you share with us a favorite quote, something you find inspiring?

Aaron Schmookler
John Kennedy is reputed to have been walking through NASA and saw a janitor carrying his broom, and said something to the effect of, “What is it that you do here?” And this janitor turned to him and said, “Well, Mr. President, I’m helping put a man on the moon.”

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

Aaron Schmookler
Adam Grant in his one of his books cites some research about leaders, that leaders are more likely to receive input, receive ideas about how to solve a problem from their team if they have, first, tried to solve a problem themselves. And it doesn’t even have to be the same problem. But simply the fact of putting yourself into a problem-solving posture before hearing somebody else’s ideas makes us more receptive and less critical in that kind of nagging sense than we would be just hearing their suggestions cold.

Pete Mockaitis
Yes, thank you. And a favorite book?

Aaron Schmookler
I’m going to have to give you two, Multipliers by Liz Wiseman. The subtitle of that is “How the Best Leaders Make Everyone Smarter.” And I’ll put in another quick quote here from Liz Wiseman, “At the apex of the intelligence hierarchy is the genius-maker not the genius.” And also, I love the The Culture Code by Daniel Coyle.

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

Aaron Schmookler
I have a headset made by Plantronics that allows me to hear and be heard on my phone better than anything while I am hands-free, even walking into a 10-mile per hour headwind. I love this thing. In fact, the couple of days when I could not find it, I went to Best Buy and bought another one just so I could use it that day, and then return it if and when I found the one that I had misplaced.

Pete Mockaitis
Well, now, we have to hear the model number.

Aaron Schmookler
Let’s see. I think it’s 5200. It’s not there on the device but it’s got a little arm that comes out from your ear so that the microphone is near your mouth, and it’s wonderful. Nothing else that I’ve ever tried comes close.

Pete Mockaitis
And a favorite habit?

Aaron Schmookler
“Tell me more about that,” hands down. We’ve already talked about it but saying that, particularly when I am inclined to dismiss the other person as irrelevant in some way, to say instead, “Tell me more about that,” hands down my favorite habit.

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

Aaron Schmookler
Yeah, the second fundamentals course in our series of three, the “Umbrella for that day.” It’s never about the thing, it’s always about the relationship, and the implications of that being whether you like it or not, people will come away from this interaction affected by you, and your future relationship with them will be affected by it as well. And that is much more lasting than whatever the transaction might have been about.

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

Aaron Schmookler
I am the only Aaron Schmookler on LinkedIn so you can find me there. And you can also find me at TheYesWorks.com. And you can hear my voice more, along with my guest, on the podcast Mighty Good Work.

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

Aaron Schmookler
Yeah, the next time you find yourself in that amygdala hijack where you feel the chemistry rising, where you are either getting fight-y or flighty, see if you can just remind yourself with one word “serve” and see what that does for you, and see if you can find a way to serve the other person even while your amygdala is tempting you to fight or to flee.

Pete Mockaitis
Aaron, this has been a treat. Thanks so much for sharing your time today and for listening for years. Keep up the great work.

Aaron Schmookler
Oh, Pete, I think you are a really excellent curator and contributor to this world of how to do work well, how to do great work, and how to be great doing it, so I’m glad you’re out there.

484: The Overlooked Basic Skills Essential for Career Success with Dean Karrel

By | Podcasts | No Comments

 

 

Dean Karrel says: "The most important thing is to be yourself, enhance your own skills and make yourself better. That's how you advance your career and find new opportunities."

Dean Karrel makes the case for mastering the basic skills that will put you above the rest.

You’ll Learn:

  1. How “B students” can achieve more in their careers
  2. How to survive and thrive in office politics
  3. The secret to building unshakable confidence

About Dean

Dean Karrel is a Career and Executive Coach. He is the instructor of twelve courses with over 600,000 views available on LinkedIn Learning and has also been in senior leadership positions for more than three decades with major global publishing companies, including 22 years at Wiley. Karrel has hired and trained thousands of people at various stages of their careers, motivating them to maximize their abilities.

Resources mentioned in the show:

Thank You, Sponsors!

  • Mint Mobile. I saved over $17-per-minute I invested switching to Mintmobile for wireless service. Cut your wireless bill down to $15 a month at mintmobile.com/awesome.
  • Four Sigmatic.  Give your brain a boost with superfood mushroom coffee with half the caffeine and double the mental clarity. Save 15% at foursigmatic.com/awesome.
  • Simple Habit. This meditation app can help you gain greater control over distractions for faster learning. Visit SimpleHabit.com/Awesome get 30% off premium subscriptions.

Dean Karrel Interview Transcript

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

Dean Karrel
Pete, thanks so much. It’s a pleasure to join. And you’re getting close to 500 of these podcasts. That’s really impressive.

Pete Mockaitis
Oh, shucks. Yeah, it is, it is coming up and I’ve got something special I’m thinking about for number 500. I hope it comes together.

Dean Karrel
I was wondering if you were going to do some special event. That’ll be very exciting. So, you’ve got certainly a lot of us listening when number 500 comes up.

Pete Mockaitis
Oh, cool. Thank you. Well, there’s so much good stuff to talk about and I want to first hear your tale. I understand you have entertained dreams of being a standup comedian and your name is pronounced Carol not Karrel.

Dean Karrel
Carol, that’s correct.

Pete Mockaitis
So, I’ve got to hear, do you have one or two great jokes you think could be stage-ready?

Dean Karrel
Well, I’ve got a number of jokes that could be stage-ready, unfortunately, I don’t know if they’d be good for the podcast. It’s funny, over the course of my career, people have said to me, “Dean, you tell great stories, you tell great jokes, you should be a standup comedian.” Well, the funny thing is, it’s like if you’re in front of an audience of colleagues and friends, and you’re making fun of yourself or you’re making fun of senior leadership of the company, of course everybody is going to laugh and they’re going to enjoy it.

The trick is how do you do that in front of an audience that doesn’t know you? And so, early on, when I first graduated from college, I actually went to a couple open-mic nights. I’m living in upstate New York, Rochester, New York and I go to the Holiday Inn Chuckles Club or something on a Friday night open-mic night. And I think the crickets are still chirping. It is really tough.

I talk about it in my career about confidence and how important it is to have confidence. Well, that shattered my confidence, trying to tell jokes and be a standup comedian. It is something that these people I give a lot of credit, because talk about being vulnerable and being out there, and you’re standing on a stage. So, I quickly learned that standup comedy was not going to be my profession.

Pete Mockaitis
Understood. Well, that’s amazing. They make it look so easy, the great comedians, but behind the scenes, there are many, many jokes that have died after testing and you’re only seeing the greatest hits by the time the Netflix special comes out.

Dean Karrel
Well, it’s interesting, I talk about in business the importance of planning and preparation. And what’s interesting, if you go back to standup comedy, we see Seinfeld, or you see your favorite comedian, or you see the comedian who appears at the comedy club in Chicago or New York or LA. They just don’t get up there and start telling jokes. They’ve gone through weeks and months of planning and prepping and honing their skills so there’s a correlation to that to business, how important it is to be ready. And it’s also knowing your audience.

You asked me for a couple of jokes right now. Well, it’s not appropriate. It’s tough right now for this audience. And there’s a whole correlation to all of these things from comedy to actually to the business world of planning and preparation, and also knowing your audience.

Pete Mockaitis
Well, so I want to dig into a lot of the expertise and tidbits along these lines in terms of knowing your audience and doing the preparation. And so, you’ve done many courses and many years of coaching. I’d love to start with maybe what’s perhaps the most surprising and fascinating discovery you’ve made when it comes to professionals at work, like over and over again you see this?

Dean Karrel
I think over and over again we try to impress or we get intimated by people with lofty titles or advance degrees, and we try to be people that we’re really not. I use an example of when I first got into business, I was really impressed with some of the colleagues that I worked with. I thought they were smarter, I thought they could do things better than me, and I’m kind of really intimidated by that, and I found myself trying to do things that really weren’t myself.

And you see in business where people say, “Well, I need to have an MBA in this,” or they get impressed by somebody who’s a senior vice president of marketing or sales or the CFO or CEO. And you need to step back and realize you have to be yourself and how do you enhance your own skills. And sometimes we get intimated and sometimes it comes back to confidence. But the most important thing is be yourself and enhance your own skills and make yourself better. And that’s how you advance your career and find new opportunities.

Pete Mockaitis
And so, you say to yourself, could you share an example of the opposite of that? Like, it’s a mistake to try to do this when that’s not you.

Dean Karrel
Well, I remember going to meetings when I first got into business, and I’d be intimidated by seeing somebody that maybe had a lofty title and somebody with an advance degree. So, I would speak up in meetings because I thought that would be an impressive thing to show other people that I could hold my legs and hold my stance in front of a large group of people. And I would talk about things and I would go down a road that really didn’t need to be done. Or I would extol achievements that I had made in the sales field in trying to impress others. And I quickly came to realize, you know, that’s just not being myself.

I was trying to please others and at the same time what I was doing was not really being authentic. I wasn’t being genuine or real. I was just trying to prove myself to other people. And that never works. There’s a lightbulb that goes off in everybody’s career when they realize, “You know what, I just need to be myself.” Not everybody is meant to be the CEO. Not everybody is going to be the Chief Marketing Officer or the best sales professional.

So, how do you separate yourself? And how do you enhance your own abilities? And that’s the lightbulb that comes off in some people’s career early on, in some people it never goes on. But you have to realize that, “Where do you fit in business? And how do you maximize your abilities to be successful?”

Pete Mockaitis
And when you’re doing those things, trying to prove that you’re smart, which is unattractive for everyone around, it’s like, “Okay, Dean, you’re wasting our time. Okay, we already know that you’re fine, which is why you have this job and, yes, we already know those accomplishments. Thank you for reminding us. Can we get onto the topic at hand please?”

Dean Karrel
Well, we all know those people. We go into a meeting and somebody will say, “Well, I’m the senior vice president of XY & Z.” Or, there’s always that one person in every company who is the first person to talk in every meeting, they’re the know-it-all. And behind the scenes, we’re all saying, “Oh, I wish that person would just be quiet.” And they develop a reputation of being the know-it-all, and that’s never the right approach. It’s also the person, again, every company has them, and they’ll say, “Well, you know what, during my years at XYZ business school, I learned the following techniques.” Well, we don’t care.

Pete Mockaitis
“At Harvard.”

Dean Karrel
Right? But every company has these people. And sometimes we can get caught in the trap of thinking, “Well, maybe that’s the route we should take.” And I came to realize, and it’s the wakeup call, saying, “That’s not the approach you need to do. You need to be yourself and enhance the abilities that you have and not worry about anybody else.”

Pete Mockaitis
And so, one of your tenets there, I’d say within that realm, is that it’s really key to master the basics. And that sounds wise. Sure, we should master the basics. But can you tell us, what do you mean by that and sort of like what’s the alternative route that is a poor choice?

Dean Karrel
So, we all get caught up, let’s say, with learning advanced techniques in marketing or social media analyses and organizational development, mergers and acquisitions, and that we forget about, and I think it’s learning and going back to mastering social skills, people skills, soft skills. How do you handle yourself in a meeting? How do you handle public speaking? How do you work with a micromanager? The basics of business are lessons that they don’t teach at a business school.

Oftentimes, we learn these from, hopefully, our first sales manager, our first manager in whatever business that we happen to be in that will help coach us and train us. But a lot of times it happens through osmosis. We’d go to a meeting and we realize, “You know what, I shouldn’t be using my cellphone, I shouldn’t be texting.” Or, we’ll read about stories about that but no one has actually ever trained us in not to do these things.

So, over the course of my career, I’d always have, like, the people I work with have called them Deanisms, and I put together a list of about 200 different topics. And I wrote about a page, a page and a half on each just covering everything from meeting conduct to how to work with your managers, how to work with colleagues. We all talk about being authentic or being vulnerable and words like that, but what does that really mean? So, I went through all of these and I wrote just simple subjects of basic skills and how that can help you be successful in business.

Pete Mockaitis
And I think that’s so wise. And I think I remember in sort of my earliest career moments, just like these simple things, like, “Okay, you have a spreadsheet. There’s a column for a category. Try to make those categories a sort of a simple set of, I don’t know, 5 to 20, or whatever as opposed to your own invention for each category. Otherwise, it won’t make any sense later on when you try to filter or pivot a table or whatnot that’s not useful. Or when you attach a file to an email, double-click that file to ensure that it is the correct version of the file and not a prior version of the file.”

And then I had a great mentor who was managing me in a meeting, and he saw that a partner was doing this as he was sending something out to the client, and he said, “See, Pete, even partners do that.” And it’s so true, it’s like those are the things that can embarrass you or can really distinguish you, I’d say, particularly in the early phases of a career in terms of like, “Okay, this person just gets it. I don’t have to explain all of that.” And that just sort of builds trust and credibility and all kinds of good things.

Dean Karrel
Some people do just get it and they understand it, they’re quick and they figure it all out. And you touched on something with Excel which, ironically, is one of the topics in the book that I wrote, is that I’ll have people come up to me and they say, “You know, I’m awful with math and I can’t do Excel.” Well, you have to learn the basics of Excel or any spreadsheet package, whether it’s Google Sheets or Excel, whatever spreadsheet package. You have to be able to put together a basic P&L, you have to be able to work your way through a basic P&L because that also holds true for our personal lives too.

How are you managing your own budgets at home? You have to learn basic math skills. But, again, that’s taught as a major course – analyses, spreadsheet analysis, and what-ifs and so forth. But for the average person, let’s say like me, the B student, did I ever have the course in saying how you use Excel for basic work in business and the importance of it? And I think it’s essential. I’m not saying you need to be the CFO or an accountant but you need to be able to navigate your way through Excel, a basic P&L, and a spreadsheet and a balance sheet.

Pete Mockaitis
Okay. Well, so that’s one basic. And you had mentioned, okay, you outlined about 200 of these. I’d love it if you could zero in on perhaps the most leveraged two to five-ish of these basics. And my criteria, I’m getting really choosy with you, are that they’re, one, often overlooked, like you might be surprised at how often people just sort of don’t do this; two, it makes all the difference in the world in terms of you do it or you don’t do it, and the impact of folks on it; and three, it’s a lot of bang for your buck in terms of, “Hey, it only takes a couple of minutes and it makes a world of difference.”

Dean Karrel
How about if we start off with a story? I’m a firm believer in knowing your audience and I think that’s so important no matter what job you have and what business you’re in, and I learned this from my very first manager. And he would talk to me and say about the importance of knowing the customer, learning a little bit more about them before you meet them.

So, my first sales manager was a religious person. He never pushed this on any of us who reported to him but we all knew he was a religious person, and he would always write personal notes. This is the early days of email, before email. He’d send a personal note saying how we were doing and how we could continue to improve. He was always big on that.

And that first Christmas, when I was working for him, I was sending out cards to all of my friends and I included one for him, and I had one that was a cartoon of Ziggy and a bear on a pair of skis, and when you open the card up, I wrote, “Happy Holidays – Deano!” And I mailed it off to my manager named Gary. And, literally, two days later, I get the Christmas card from him and he wrote a personal note. He talked about the blessings of the holiday season. And as soon as I got it, you know what, “I forgot, he always writes personal notes and maybe I should’ve sent him a religious card or whatever.”

When I saw him two weeks later, he said to me, “Hey, by the way, way to know your audience,” and he laughed and I apologized saying, “Gary, I’m sorry I didn’t send you a religious card.” And he smiled, he said, “I wasn’t looking for a religious card. I know I never talk about religion with anybody. But the fact is you just did a…” what this day and age would be like an e-card, an e-Christmas card, and it was a toss aside, “Happy Holidays – Deano!”

So, fast forward a year later at a holiday season, I get a Christmas card from him that’s religious in nature again, and then he had kept the same card I had sent to him, and he said, “Thinking of you – Gary.” And it’s his subtle coaching way of saying to remember, “Always know your audience.” And what’s funny now is we’ve exchanged that card for over 30 years, back and forth, with the same line, and, “Happy Holidays – Deano,” and he writes down, “Thinking of you – Gary.”

And so, the message there was great coaching. He didn’t go write it at my face, saying, “Dean, what are you doing here?” And it’s something that’s just a nice lesson through the years we’ve gone through. So, knowing your audience also then ties in with, Pete, you know, today, I’ve spent some time and, obviously, I’ve heard your podcast before, but I went to listen to the ones you’ve just done recently so I get a feeling of  your style, you’ve got a great sense of humor, you always ask great detailed questions that dig in deeper. So, it’s like knowing the audience and knowing who you are, getting a feel for you before you and I are chatting today.

So, to me, that’s a critical lesson. Is that a course at a business school? Is that a course in a community college? No, this is something that I think are basic skills and lessons.

Pete Mockaitis
And there it’s just a matter of kind of asking yourself a couple key questions in terms of, “Okay, what are they? What are they into? What might they appreciate? What’s something that’s unique to them?” And that’s good. Well, you talked about humor and happy holidays, I’m thinking about, I believe this is the episode of 30 Rock where so he made a card and said, the front said, “Happy Holidays,” and then you open it up and it said, “Here’s what terrorists say – Merry Christmas.”

Dean Karrel
That’s good. Yeah, yeah.

Pete Mockaitis
It’s outrageous. So, that’s what I’m thinking about when you go on standup comedy and about knowing your audience and cards.

Dean Karrel
Well, it ties in maybe a little bit also about you and I meeting for the first time today through this podcast. You asked me how do I pronounce my name. And I would bet you, over your course of your lifetime, Pete, your name has been pronounced more than a few times. And I call that basic skill of I make sure that on LinkedIn you phonetically spell it. It’s like it’s very simple but it’s, to me, that’s a sign of respect of saying, “You asked me how to pronounce my name. I take the time to learn your name.” Basic skill.

When your name is mispronounced, and you talk, let’s say, in a business setting, if I’m seeing a new customer, or a new client, or whatever, and I mispronounced their name, immediately you get off on the wrong foot, right?

Pete Mockaitis
That’s true. That’s true. I was in a training once and someone said, “Oh, Pete Macchiatis. I just love that name. It reminds me of a macchiato.” I was like, “That’s completely wrong but I’m not going to take that from you if you’re getting such delight.”

Dean Karrel
Yeah, well, then you take it to the next step. How often has it been misspelled?

Pete Mockaitis
Oh, right, yeah. Plenty.

Dean Karrel
You know, my name has always got – people usually misspell it with two Ls and other people get away with it for once, twice, maybe three times. Then after the third time, it’s like, “Hey, wait a minute now.” So, again, a basic skill of respect. It also ties in remembering people’s names. We always see people say that, “Oh, I’m awful with names.” Well, we all struggle with names sometimes. We can’t remember everybody we meet.

But how many times have you met somebody, Pete, you’ve met them three times, and then they’ll say to you, “Hey, it’s nice to meet you.” It’s like, “Where have you been? I’ve met you three times already, and you still don’t know my name, or you still don’t even remember that you’ve met me.” And, again, basic skill but it carries so much weight, and I think is it make or break for business success? No, but compiled and put together with all the basic skills, I think it can separate you from other people.

Pete Mockaitis
Well, absolutely. Okay. So, we’ve talked about knowing your audience and knowing names and pronunciations. So, what are a couple other big ones?

Dean Karrel
How about first impressions? You know, we all say we shouldn’t make judgments off a first impressions? But it is critically important in this day and age whether it’s through an email, whether it’s through a phone call, whether it’s through a first-time meeting with somebody. And my story that I have in the book that I love telling is this is one where there was a day that I wasn’t going to be seeing clients, I wasn’t going to be meeting with customers, and I dressed casually to work, which, for me, is khaki pants and a more toned-down dress shirt.

And I’m going to the coffee shop across the street, and there’s a gentleman, two people in front of me, and this is a coffee shop I go to every day. They’ve got a great staff. Lovely people work there. And, all of a sudden, they got a little bit behind, they got a little slow. And this guy, two people in front of me, started to get in the face of the woman who was making the coffee. And there was a point where I just said, “Hey, buddy, take a break. She’s doing the best she can.” And I said it really politely.

Well, this guy turned around and looked at me like I was, you know, who am I. And he had a few choice words for me. And at 7:30 in the morning, I wasn’t about to start getting in an argument, but I finally just said, “Hey, take it easy, will you?” So, fast forward two or three hours later, a sales manager I’m working with comes to my office and he says, “Dean, I’m interviewing candidates for an opening position, for a new opening position. I know you’re not planning to see somebody today, but do you mind spending a few moments with this person?”

Well, you know where this is headed. About two seconds later, the guy from the coffee shop walks in, and he looks at me, and I just said to him, “Hey, how was your coffee?” Well, he went white. And, again, it’s a first impression, he was a good salesperson, but you learn a lot about somebody and how they act when no one’s looking. And, to me, that’s something. If he treats people like that in a coffee shop, this poor person who’s working so hard, how is he going to treat a customer? How is he going to treat clients if that is his style when he thinks nobody around from that company is going to see him?

And we ended up hiring somebody else, and that wasn’t the overall deciding factor, with that person’s attitude, but because we found somebody who was really superior in all of their skills. But what that did was a memory for me of just how this person acted. And so, that’s a nice story, a reminder that all first impressions do make a difference.

Pete Mockaitis
And that kind of gets me thinking about gossip in the office. And I don’t know how Stephen Covey said it in terms of like honoring those who are not present or something like that. it’s like, “Boy, if you’re saying these things to me about that person, you’re probably saying some things about me to others. And that just kind of doesn’t feel so great.”

Dean Karrel
I’ve talked about gossip. I think that’s one of the great destroyers of corporate culture and it gets people all wound up, and it’s part of human nature. We like talking about things and you can’t eliminate it completely. But 90% of the time, what gossip does is it ends up getting people more stressed out. And it’s not senior management that gets stressed out, it’s the rank and file, it’s the support team, it’s the assistants, it’s the entry-level people who they hear gossip, they’ll hear that somebody’s been laid off or fired, and then the gossip and the rumors starts. And before you know it, you’ve got a whole organization that’s tied up in a knot.

And a gossip to me is a destroyer. And I say, unless you hear from the CEO or corporate communications, what you’re hearing is speculation and gossip, and turn it off and don’t listen to it. I think, again, that’s one of the lessons in the book.

Pete Mockaitis
You know, I very recently heard, I realized a turn of phrase, I don’t know where it came from, and it was just to, “Talk to people not about people.” I thought that is a nice encapsulation of it. And the thing is talking to people, it takes more courage and humility than just shooting your mouth off for stress relief or whatever.

Dean Karrel
Right. Tied in with gossip is also using the BCC on your email. Once it’s out there, it’s out there. And whether it’s blind carboned or confidential. Confidential is another one. I think confidentiality is, again, once one person knows, two people are going to know, and it’s not confidential anymore. And I’ve had a few experiences in my career when I learned my lesson about that. And you’ll find out about confidentiality lasts about 10 minutes and then it spreads like wildfire.

So, if you don’t want somebody to know about it, and if you said something bad about somebody, then don’t say it, or see them face to face and talk about it and discuss the issue. Don’t put it in writing, don’t spread it around, and all of that does is cause ill will and it’s not good for you or that other person.

Pete Mockaitis
Sure thing. Well, while we’re on this kind of a topic, a number of your basics fall into the category of office politics. How should we think about that? And for those who say, “Oh, I hate politics,” like, how do we survive and thrive in that environment?

Dean Karrel
Well, we all hate politics, all of that. It’s part of an organization and it’s part of all of the company’s culture. And a lot of that starts at the very top. And if you’ve got a good CEO, you’ve got good leadership, good companies, politics are usually nipped in the bud. Jeff Bezos doesn’t put up with that at Amazon. And Jeff Weiner at LinkedIn has a great culture in that organization. Every company has politics but it’s nipped in the bud.

Where you see things are going sideways, or where management is not involved, or if they’re in lofty towers and they’re not visible, they’re not being seen, and I’ve come full circle on this in my career. When I first started, I thought, “Oh, my gosh, the CEOs were the best, they’re at the top.” Well, there are lousy CEOs and there are really good CEOs, just like there are good managers and there are lousy managers.

Again, early on, I thought, “Well, you know what, I can adapt and I can change.” And people who put up with office politics, managers who are micromanagers, they’re not going to change, so that’s where you, again, have to look after your own interest and find that next opportunity. A lot of people are put in high positions, lofty positions, and they’ve never been trained on what to do in those positions. People are managers, but that’s a big step in becoming a leader. And leaders don’t put up with politics, they don’t put up with gossip. It’s focused on the customer, focused on success, profitability, and so on. And I think some people have got it and others don’t.

Pete Mockaitis
And when you say don’t put up with politics, what are some things in particular that encompasses this set of behaviors to avoid?

Dean Karrel
It’s communication. And if you have a problem with somebody, or something is going on, don’t send emails, and don’t wait for next month’s townhall meeting, do it today. Get the group of people together today. Or if you’re hearing about something that’s going on in the organization, if you’re a leader in the company, or if you’re department head, don’t sit on it, address it.

Too often now, we wait for, “Well, you know, we have a department meeting on Friday and we’ll discuss it,” or, the buzzword now, “Let’s have a townhall meeting next month on the 15th.” If things need to be addressed, whether it’s politics, rumors, gossip, where we’re going as a company, don’t wait. Do it today. And I think the best leaders address those things and nip them in the bud and that’s how you become successful.

Pete Mockaitis
All right. Well, any other critical basics that make a world of difference?

Dean Karrel
Well, again, going back to knowing your audience, the people I’ve worked with, they’ve heard this mantra, and when they hear this podcast, they’re going to hear it again. It’s planning and preparation. And that’s one of my primary messages throughout my career. Again, I was a B student, and I got to be a B student because of extra credit.

And I used to take the time to plan and be ready, and whether it was a test to take, a course to do, and in business, seeing a new customer or seeing a new client, I always make sure I was ready to go. I use the analogy of you don’t start cooking and getting ready for Thanksgiving dinner the night before, right? You’re going to have a problem. And you’ll hear people say, “You know, I’m seeing a customer, I’m seeing a client,” and it’s 24 hours before they’re going to go. You can’t do that. You have to be planned.

The Thanksgiving dinner, you’ve got to defrost the turkey five days early. You got to know what other people are going to want to eat. You have to get all of the side courses ready. So, Pete, do you think I sat down for this podcast at 4:00 o’clock or 3:00 o’clock or whenever and said, “Oh, here we go”? No, I went and learned a little bit more about you. Again, as I said, learn and listen to some of your other podcasts.

That is not rocket science. But planning and preparation is something that people just take for granted sometimes. And I think it’s one of the basics that has helped me become more successful than maybe I could’ve been in my career. I mean, it’s helped me move to the next level of taking that time to know customers, know the people, do the research.

If I’m going to visit a publicly-traded company, spend time on their website to learn about their financials. Spend time to look for presentations they’ve made, press releases. All of these can help you and give you a competitive advantage and just make you more prepared. Also, that ties in with helping you be more confident. And if you’re prepared, you’re ready, you’ve taken the time to know everything you can, so it just builds your confidence, which I think is one of the other critical aspects of the basics is confidence.

Pete Mockaitis
And so, do you have a checklist there that you sort of know, “Okay, preparation complete”? I guess my own process is I imagine kind of.
“What might they ask me? And am I ready to answer that? And what would I most not want them to ask me because it’s trickier, difficult, or embarrassing, or I don’t think I’ve got a great answer for it? And how will I handle that?”

And so then, once I feel good in the sense of, “Okay, I think that no matter what kind of thing they throw at me, I’ve got a decent response.” That’s when I feel prepared. But do you have a particular set of issues or research activities you like to make sure you do with your time?

Dean Karrel
I think you nailed it just there. If you think they’re going to ask you, “Hope they don’t ask the embarrassing question,” they’re going to ask the embarrassing question. And if there’s something going on with your company, or something with your product or service offering, they’re going to ask that questions. You have to be prepared for handling objections.

Ironically, that’s one of my courses at LinkedIn Learning is handling objections. And if you’re ready, you know you’re going to get questions about whether it’s your price, or your product, or your service. If you’re surprised about questions that are being asked by your customer or your client, then you haven’t done your proper planning and preparation.

So, the checklist is knowing what questions you’re going to be hit with, which are the objections. And having your checklist ready with the key features and elements, whether it’s yourself, whether it’s your business, and having those, the top three things that you want to be able to get at, not the top 10. What are the key critical things that I want to make sure Pete knows about me through this podcast? And, again, that’s not that difficult to do but not everybody does it. And, again, that goes to being prepared and being ready.

Pete Mockaitis
And so, you mentioned confidence is key, and one of the means by which you acquire that is by doing the proper preparation.

Dean Karrel
Yes.

Pete Mockaitis
What are some other components to have that confidence?

Dean Karrel
So, to build your confidence is it does take time. And if anybody says they’re always confident all of the time, then they’re lying. We all go through things over the course of our career and it’s like a rollercoaster. And I think people need to hear that. I’ve been around for a long time. I’ve been in business a long time. And when I say to people, “You know, I still have my confidence or I get nervous sometimes.” Hey, Pete, I was a little nervous getting ready for you today.

Pete Mockaitis
I’m intimidated.

Dean Karrel
That’s showing, Pete, the vulnerable side, the authentic side of me but it also shows that I’m ready so I can be confident as we begin to speak. And I think that’s so important in knowing and realizing in the course of our careers, we’re going to have moments where our confidence is rocked. And the trick is, how do you overcome that? And then it goes back to building on your strengths and working in areas where you know you can have some successes.

But if you think, over the course of my three plus decades of being in business, I’ve always been, “Hey, I’m Dean Karrel. Let’s rock and roll.” Oh, that’s a lot of baloney. I’ve had moments where I’m like, “What’s next?” I mentioned I do these courses with LinkedIn Learning and, Pete, like you, I’ve spoken my whole life. I speak in front of audiences all the time, and sales meetings through the years, 500 people, 300 people, whatever.

I’m out at LinkedIn’s studios out in California, and I’m ready to tape a course and, all of a sudden, my knees start shaking. And I’m thinking, “Wait a minute, I know how to do this.” But my confidence was a little unsure because it was a new step for me, something new to me. And the trick though is then being able to overcome that and realizing, “You know what, I have done this before. I have been successful in this before.” And I said, I took a deep breath, did a little spin around the block, so to speak, in the studio, and then we’re ready to roll.

But I think people need to hear, if you’re new to business or even if you’ve been in business for 10 years, 15 years, you’re going to have moments where your confidence is rocked. And the trick is how to overcome it, and you go back to your strengths, which again, for me, are the basics – planning and preparation, working with people, understanding people, and so forth. And, again, that ties back to some degree just my philosophy of business, and it starts off with being good to people.

People say, “Is that a business skill?” I can’t tell you, Pete, how many people come up to me and it’s a good feeling, “Hey, Dean, you’re so nice. You’re nice to people.” Well, how hard is that? But it differentiates me from a lot of people. I say hello. “Why, is that a business skill?” How many times have you walked down the hallway, Pete, and somebody looks at you and they just grunt or they don’t look at you at all? Does that happen?

Pete Mockaitis
Right, yeah.

Dean Karrel
So, people say, “Well, Dean, you always say hello.” “Wow, there’s an MBA course. Dean says hello.” You know what I mean? But that’s part of my philosophy. If you’re a B student, you got to work hard, and that’s one of my messages often, it’s work ethic. So, I sound like everybody’s grandfather here, but you have to have a good work ethic. And, to me, that’s a basic skill. It’s integrity, character, reputation, credibility. I mean, these are, to me, are cornerstones of being successful in business that they don’t teach at any school.

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

Dean Karrel
Well, the last message is it’s like you always have to know your priorities. And what really matters, you know, at the end of the day our families have to come first. So, we all talk about we want to be the most successful business person, “I want the corner office,” or, “I want to make more money,” but at the end of the day, it’s knowing your priorities. And what really matters in life and I think family comes first.

I worked my tail off throughout my career but at the end of the day I’m proud that I didn’t miss some of my son’s events, I didn’t miss my daughter’s basketball games, and I think that’s a message that we all talk about, but I think we all need to follow and follow even better.

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

Dean Karrel
Well, it ties in with business, and the quote side of it is that, “The true test of a person’s character is what he does when no one is watching.” And I think that ties in with my basics, being good to people, and being who you want to be. Can you look at yourself in the mirror and be happy with what you’re seeing? So, John Wooden actually has that quote, which I don’t like using sports people for quotes, but it’s his is such a good one. “The true test of an individual’s character is what they do when no one is watching.”

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

Dean Karrel
I’m a big believer in I wish I had taken more psychology classes in college and afterwards. And I’ve done that later on. And I’m a believer in emotional intelligence. So, Daniel Goleman’s studies on emotional intelligence. There’s other great studies, Travis Bradberry’s EQ 2.0. I think how we follow human nature, human behavior, I think those are all valuable skills for all of us to learn in business. And I think those are studies that I really enjoy.

Pete Mockaitis
And a favorite book?

Dean Karrel
Two of them. One is, and this might surprise you, coming back from the sales industry, but it goes back to when I was a kid. I read Death of a Salesman by Arthur Miller. And just the trauma that this individual went through, the struggles that he went through, and I actually wrote to Arthur Miller, and it goes back to being good to people. Arthur Miller wrote me back, and I was a high school kid. So, that book had an impact on me and my life.

And there’s a business book that I recommend to everybody and I think it’s essential reading, it’s The Five Dysfunctions of a Team by Patrick Lencioni. And it’s 200 pages, inexpensive book. It’s worth everybody’s time to read. I think it’s a really valuable book of how you work in an organization, work with teams, and how you need to get things done.

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

Dean Karrel
I love my iPad, I love my iPhone. I don’t use them 24 hours a day but it keeps me organized, it keeps me on top of things, and I use them for all of my chores. Going back to your Excel question, I live on Excel too, I keep everything organized. I’m an organize freak. I drive people nuts with that that I used to work with because I’m really organized. Because if I don’t stay organized, I find myself going crazy. So, this keeps me focused is when I have all of my tasks, my to-do list.

You’ve had a number of people on your podcast talk about being organized and having things and journals and notes. Well, I agree with that, so those tools and everything that I can use that can help me stay focused, I think, is valuable for me.

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

Dean Karrel
Everybody always says to me, “Dean, you always talk about planning and preparation.” I also talk about you have to believe in yourself. Because, again, I have had moments where I’m like, “What’s this all about? And what am I doing?” And we all go through that at various stages of our life, in our 20s, 30s, 40s, 50s and beyond. So, my nugget is you’ve got to believe in yourself. And not every day is going to be perfect.

And on my work now as a coach with people, I see rollercoasters that people are on, and it’s like, “Oh, man.” There’s a fine line, as you know, Pete, between coaching and being a psychologist, and I have to put the barrier up sometimes. And you see people that are really going through some struggles in their business careers, and I always go back, you have to believe in yourself and go back to the things that work for you, which ties into mastering the basics. And then the other nugget that everybody I’ve ever trained and worked with is family comes first, that I’ve already mentioned that. It’s so true.

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

Dean Karrel
Well, I have a website, you know, TheSkyridgeGroup.com but, frankly, what I’m on every day, and I post a couple of times a week, is on LinkedIn. I urge people to follow me. I post videos that are a minute, two minutes long. And I had one yesterday about the importance that we have to have of following up with people who are looking for jobs, or people who write to you and say, “I need help looking for jobs.” And sometimes we duck those calls and sometimes we don’t respond to those emails. So, on LinkedIn, I have posts and videos that are up all the times. I would actually direct folks, follow me there. I think you’ll like what I have to talk about.

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

Dean Karrel
Well, it sounds like a catchphrase but you always have to be learning. I went back to college at a later stage of my career, four years ago, and it was the best thing I ever did. I went back to New York University, NYU, I took courses in human resources management, two exceptional professors, and I was with people there half my age.

So, always be learning, always look for new opportunities. You don’t have to take the MBA course. Take any course. Read. You got to read books. You got to take a seminar. Listen to these podcasts. If you pick up two tidbits, three pieces of information, what a great investment of your time. And my challenge is, to everybody, never stop, whether you’re 20, 40, 60 or 80. It’s always going to pay you dividends.

Pete Mockaitis
Dean, thanks for this and I wish you all the luck with your mastering of basics and your many other adventures.

Dean Karrel
Pete, I really enjoyed speaking to you and I’m excited for every podcast obviously, but you’re getting close to number 500, so you can count on me there.

Pete Mockaitis
Well, thank you.

Dean Karrel
Thank you again.

132: Delivering Outstanding Usability and Career Experiences with Shannon Clark

By | Podcasts | No Comments

 

Shannon Clark says: "Don't design a product that needs training."

Shannon Clark shares the story of her rise to exceptional expertise in human factor studies, sharing lessons learned for improving product and career concepts along the way.

You’ll Learn:

  1. How to become invaluable in what you love to do
  2. Ninja tactics for improving the validity of your ideas – and  career path
  3. How stress prevents you from getting to the next level

About Shannon

Shannon Clark is the CEO of UserWise Consulting, working to promote self-sufficient usability engineering programs in companies and the development of safe, usable, and effective medical devices. Prior to starting her own company, she worked as a human factors engineer at Intuitive Surgical and Abbott Medical Optics.

Read More