Tag

KF #36. Instills Trust Archives - How to be Awesome at Your Job

992: How to Break Free from Cynicism and Reclaim Hope with Jamil Zaki

By | Podcasts | No Comments

 

Jamil Zaki shows you that there’s much reason to hope–even for the most hardened cynics.

You’ll Learn

  1. Why hope equals success
  2. Why to be skeptical of your own cynicism 
  3. How your gut instincts can lead you astray 

About Jamil

Dr. Jamil Zaki is a professor of psychology at Stanford University and the Director of the Stanford Social Neuroscience Lab. He trained at Columbia and Harvard, studying empathy and kindness in the human brain. He is interested in how we can learn to connect better.

Resources Mentioned

Thank You, Sponsors!

  • Hello Bello. Get 30% off your first customizable bundle and a full-sized freebie product of your choice with HelloBello.com/awesome

Jamil Zaki Interview Transcript

Pete Mockaitis
Jamil, welcome.

Jamil Zaki
Thanks so much for having me.

Pete Mockaitis
I’m so excited to dig into your wisdom here. Could you kick us off by sharing one of the most fascinating, surprising, and counterintuitive discoveries you’ve made about us humans and hope and cynicism?

Jamil Zaki
Sure. One of the, I think, counterintuitive discoveries is that when we think of hope, believing that the future can be better, thinking about how it could turn out well, what we want, we often imagine that that frame of mind is naive, like putting on a pair of rose-colored glasses. But it turns out that probably most of us are wearing a pair of mud-colored glasses already. We actually tend not to focus on the best things that could happen or the best parts of human nature.

We’re hyper-focused on the worst things that people do and all the untrustworthy and harmful events that we read about in the news. So, if anything, we’re biased away from hope, and being hopeful is not a matter of being naïve or sticking our head in the sand, or putting on glasses. It’s a matter of taking off those mud-colored glasses and seeing the world more clearly.

Pete Mockaitis
Oh, Jamil, I love it. Right from the get-go, we’re getting meta and your perspectives on hope are hopeful in and of themselves right away. So, tell us, if we’re skeptical, like, “Hmm, I’m not so sure that’s true, Jamil,” is there evidence, is there proof that, in fact, hope is more of an accurate, realistic view of what is and what is likely to be than our default mode?

Jamil Zaki
Yeah, first I want to jump on this great term that you just used, “skeptical,” and a lot of people think that being skeptical and being cynical are the same thing. They’re not. So, cynicism is this blanket assumption about people, that, overall, we are selfish, greedy, and dishonest. Skepticism is, instead, a more scientific way of thinking where you kind of don’t have blanket assumptions about everybody. Instead, you let the evidence guide you. You let people show you who they are and you learn from your experiences.

And it turns out that being skeptical is terrific. I mean, in no way am I saying that being hopeful should mean trusting everybody or ignoring all the people out there who really are cheating or doing harm in some other way. But, to your point, there’s lots of evidence that, when we become skeptical, cynicism actually falls apart.

So, for instance, people in study after study underestimate how trustworthy, generous, open-minded, and friendly other people are. That’s not to say that there aren’t jerks out there. Of course, there are, but the average person underestimates the average person. I’ll give you one example, Pete. So, in Toronto, there was a social experiment where researchers dropped wallets all over the city, and these wallets had money in them, and they had an ID card so that if the person who found them wanted to be a good Samaritan, they could return the wallet.

And the question that was asked of lots of people in Toronto was, “What percentage of these wallets do you think will come back?” And I wonder what you would guess. I know you’ve probably read the answer, but what you would have guessed before knowing?

Pete Mockaitis
Percent of the wallets? That’s so funny. Jamil, I’m a sucker for hypothetical scenarios because it’s like I’m solving a case study. I want all the details. So, there are some cash and some goodies in this wallet?

Jamil Zaki
There’s cash and there’s an ID card, so you can run away with it and make some money, or you can give it back to the person who clearly lost it.

Pete Mockaitis
Toronto. So, because I’ve heard that this could really vary by city, and Canadians are very polite and friendly, just a blanket stereotype. I guess you could do that if it’s good. So, I’m going to, say in Canada, let’s go with 55% return it.

Jamil Zaki
Yeah, 55, pretty bullish. I love it. You’re more optimistic than Canadians themselves. So, people in Toronto expected the return rate would be 25%. In fact, it was 80%.

Pete Mockaitis
Ooh, okay, even better.

Jamil Zaki
Yeah, and this experiment has been repeated all around the world, and the general trend is that most wallets are returned, and return rates reach 80% in several different countries. And also, that we don’t know that, that if you ask people for their forecasts, their expectations, they’re way bleaker than that. And this is true, again, all over the scientific landscape. It’s not just hypothetical situations. Real people underestimate what real people are like, in part because we are so captured by hyper-negative and, I suppose, yeah, hyper-negative and troubling portrayals of people in the media.

Pete Mockaitis
Well, yeah, this reminds me, and I’ve shared this story a couple times on the show, but I remember one day, I got a random LinkedIn message from someone who said they wanted to talk to me about careers in consulting. I said, “Okay, I mean, sure.” I didn’t have that much to do at the time, and he was local. I could just meet him at a coffee shop, a short walk from my apartment. And so, we chatted, and I had no connection to him. We were in a LinkedIn group that had many thousands of people in it.

And so, we chatted, and I noticed he had this notebook of all the people that he talked to, and I was like, “Wow, looks like you’ve talked to a lot of people. Are you just reaching out totally cold to total strangers like me?” And he said, “Yeah.” And I said, “Well, how often do people actually talk to you?”

And so, he had these detailed records in his notebook, and it was about 28% of total strangers, more than one in four, said, “You know, sure. I’ll take some time to chat with you about some career stuff.” And I thought that was exceptional because that’s a decent chunk of time for someone you don’t know at all, and again and again and again, folks were doing it. It was awesome.

Jamil Zaki
I love this story, and it rings so true. There’s a bunch of research where people are asked to predict, “If you try to talk with a stranger, or even deepen a conversation with an acquaintance, open up about something you’re going through, ask for a favor, try to provide support, how will it go?” And people inevitably think it will be awful, they’re like, “Oh, my gosh, this is going to be so cringe. People will put on their headphones and try to ignore me. There’ll be awkward silence.”

We think about the worst possible outcome of trying to connect with somebody because we don’t really have enough faith in each other. And it turns out that if these same experimenters ask people to go ahead and try that conversation with the stranger, try connecting deeper with a friend, it goes extremely well, far better than we think. So, our cynicism isn’t just clouding our judgment about what people are like, it’s directly standing in the way of opportunities to build new connections and deepen old ones.

Pete Mockaitis
That’s powerful. And then just that experience, experiencing that directly, I think probably packs a much bigger punch, Jamil, is my guess, than us sharing these cool studies, and trust us, humans are actually pretty good. And I recall that there’s some therapists, they’ll do homework, in which they’ll assign them, it’s like, “Hey, go ask women.”

I recall this from the Feeling Good Podcast. This therapist gave some homework, “Go ask women if any of them would ever be interested in dating a person who has once checked into an in-patient psychiatric facility for depression,” because he thought, “No one would ever want to be with me.” And when he did, what he heard most often back was, “Well, is he rich?”

And so, it was eye-opening, like, “Huh, okay, so this is not an immediate disqualify or deal-breaker for me. Aha!” So, we’ve got some evidence, and if you go out and do it for yourself, you’ll see even more potently and feel that. That’s cool.

Jamil Zaki
Yeah, this is a great poll and a really important connection because I think depression is a story that we tell about ourselves often, “I’m worthless. Nobody likes me,” and that story can become its own kind of prison because you don’t then collect the data. You don’t then reach out and have those conversations that could disprove the very story that you’re living with, so you end up in this situation where your depressive stories become a self-fulfilling prophecy.

And cynicism is kind of like that, except it’s not about ourselves. It’s stories about other people, about humanity. So, if you think that most people are only out for themselves, well, then you start to treat people that way. You start to kind of micromanage them, and monitor them, and even threaten them to make sure that they don’t run away with your money or betray you. You start to just act in an untrusting manner.

And guess what? That brings out the worst in other people. People reciprocate our kindness, generosity, and trust, and they retaliate against our selfishness, callousness, and mistrust. So, cynics, because they believe so little in people, treat people poorly, end up getting treated poorly in response, and then decide, “Aha, I was right all along.”

So, the way to break that cycle is exactly like you’re saying, this therapist’s homework from the Feeling Good Podcast, is to instead treat your life a little bit more like an experiment, to give yourself homework, to get out of your comfort zone, and try something new, whether it’s talking to a stranger or trusting somebody in your life in a new way, and don’t just do it.

As you do it, try to mark down, like this person did with his networking opportunities, mark down, “How did it go?” I call this encounter counting. Count and really record how these conversations go because, if you’re like most people, there will be pleasant surprises everywhere. And the goal is not to be surprised all the time, but rather, to learn from those surprises until we can update our expectations to be both more hopeful and more accurate.

Pete Mockaitis
Oh, that’s so good. Well, Jamil, it feels like we’ve already got our money’s worth for this in terms of this is powerful, enriching stuff. I already feel good and more hopeful myself. So, thank you for that treat. So, I’m curious then, could you share with us one of your favorite stories of someone who made the leap from a lot of cynicism to some more hope and saw some cool results? And if I could really put you on the spot, let’s have that be in the workplace.

Jamil Zaki
Oh, sure. I want to make it a type of workplace that’s a little bit unusual. So, this is the principal of a middle school. So, this is this great person, LaJuan White, she was a principal in schools around Brooklyn, and then decided she wanted to move out of the city. And when you’re in this public school system, you can’t decide the school that you go to.

And so, she was assigned this place called Lincoln Middle School in Syracuse, New York. York. She looked it up and it seemed terrifying. It was on a list of persistently dangerous schools, meaning that there was more than one violent incident per 100 kids per year. It was one of the least resourced schools in the state, and it had spit out four principals in the previous six years. So, this was not a workplace that you necessarily wanted to be in. She was being tapped to act as its leader.

And so, she showed up there, and immediately realized that it wasn’t that the kids at this school were awful people. It’s that the culture around them was bringing out their worst. So, teachers, for instance, were really quick to punish kids, to suspend them, even expel them if they did anything wrong, and they had this hair trigger to see the worst in the kids at the school. And White realized, “Wait a minute, we’re not putting any faith in these kids, so it’s no wonder that they’re retaliating.”

As I said earlier, people become the folks we expect them to be. And so, what White did was, she said, “We’re going to replace this punishment culture with one where we try to treat these kids like the children that we hope they are.” So instead of focusing on punishment, they focused on opportunities and incentives for kids who did the right thing, who made good decisions.

And, over time, and not much time, by the way, we’re talking the course of one academic year, this school was pulled up. The kids started to relate more with each other and with their teachers, suspension rates fell, and the school ended up off of the dangerous list for good. White managed to reform this culture by focusing on trust, even and especially when things were difficult.

Pete Mockaitis
Oh, I love that. Thank you. I was going to put you on the spot in terms of, “Okay, what are we looking at for crime, what are we looking for data in terms of performance?” So, we got the crime reduction, we got the suspension rates improvement. Beautiful. And could you zoom way in, in terms of what would be some examples of practices or ways of treating, interacting students, that speak to the low trust versus some of the new enhanced better ways teachers were interacting with students every day?

Jamil Zaki
White talks about two models of justice. One is punitive justice, where the idea is the person who’s done something wrong is the enemy, and my goal as a teacher is to protect the rest of the classroom from that negative element. So, that is exclusionary. Basically, if a kid does something wrong, you try to get them out of there, you try to send them to detention, suspension, or expulsion.

White replaced that with restorative justice, where the idea is, if a kid does something wrong, yes, they should be punished, but there should also be curiosity and compassion. We want to know why they did that. We want to treat them as a member of our community who we want to keep in our community. So, we want to ask more about what’s happening with them. We want to be curious.

White visited the homes of many troubled students and found out what a harsh and difficult home life they had. So, she had much more context to understand that a lot of these kids were acting out because they were struggling. And also, instead of just kicking kids out of the classroom, teachers were equipped with this new set of restorative justice practices, where when a kid acted out, they tried to pull them aside for conversations, “What’s going on with you? What do you need right now?”

This is still in the context of protecting other kids, and kids would still have to face consequences, but it was much more empathic. And it turns out that, especially when things are difficult, it matters how you take on that situation, how you treat somebody. And so, even in the context of a kid acting out, treating that kid kindly, treating them like they still deserve your respect, is a huge part of the change that they made within, at the micro level in the classroom.

Pete Mockaitis
That’s beautiful. All right, Jamil, so thinking about the workplace, hope, one, just feels good. Two, it helps other folks step up and live out their best selves and rise to expectations in a good way. Are there any other key benefits or results we might see in terms of work and being awesome at your job when we have less cynicism and more hope?

Jamil Zaki
A hundred percent. So, let’s focus first on individual contributors. I talk with a lot of people who tell me, “Yeah, you know, cynicism, it doesn’t feel good, but I need it to survive and to succeed because, guess what, it’s a dog-eat-dog world out there, and we got to compete. We got to duke it out. If you want to succeed, you need to step over or on your colleagues.” And it turns out that that’s a terrible strategy for success in most places.

So, there’s research from tens of thousands of people that finds that over a 10-year span, cynics earn less money than non-cynics, even if they start out at the same point. Now, why would that be? Well, cynics try to win at work to be awesome at their job by dominating other people. They try to outperform and outshine folks because they think in zero-sum terms. They think that “Anything you get, I lose, and anything you lose, I get.” But it turns out that that dominant attitude to work isn’t really how most people get ahead.

Most people get ahead by collaborating, by working together, doing things that none of them could do alone. And cynics, because they’re trapped in this sort of zero-sum mindset, don’t take advantage of those really important ways of succeeding. And this is where hope and trust and connection matter. In workplaces, yeah, all of those qualities feel good. People, when they feel connected and trusting toward their colleagues, they have greater mental health and resilience, but they also do better.

They’re more willing to take creative risks with their work because they know that their colleagues have their back. They’re more willing to share information, knowledge, and perspective, which aligns people and allows them to, again, collaborate more creatively and they’re more productive. So, it’s not an either/or. It’s not that you have to choose between hope or success. Actually, they go hand in hand.

Pete Mockaitis
Well, as I think about this study, I know how we measure earnings. That’s pretty straightforward. How do I measure whether or not someone qualifies as a “cynical person” versus a “non-cynical person”?

Jamil Zaki
Yeah, there’s a big questionnaire, a very famous one. I can give you just a couple of questions from it. So, I’m going to ask, I’m going to give you a couple of statements, and you tell me whether you agree in general or not, okay? Here’s one, “Most people can be trusted.”

Pete Mockaitis
Mostly agree.

Jamil Zaki
Okay. “People are honest chiefly through fear of getting caught.”

Pete Mockaitis
Mostly disagree.

Jamil Zaki
Okay. And “People generally don’t like helping one another.”

Pete Mockaitis
Disagree.

Jamil Zaki
Well, you’ve scored very anti-cynical on this test. That’s 0 for three, right? And there’s 50 questions like this, and you can score yourself if you want. There are cynicism tests online. This is called the Cook-Medley Cynical Hostility Scale for those folks who want to try it out themselves.

Pete Mockaitis
I’m just imagining, it’s like, “Oh, hey, how was your podcast, honey?” “Well, I just took a score. I took a test and it proved that I’m a cynic.” Like, “I already knew that.” I’m just imagining how that unfolds in people’s relationships and work. Well, so that’s handy. All right. Well, then, so let us know. So, let’s say we do have that, we got a heaping pile of cynicism, and we recognize, “Huh, I’d rather not have that. It doesn’t feel so good. Jamil is making a case that I’ve got benefits associated with ditching that. But personality transplants are not available at the local hospital,” so what’s a person to do?

Jamil Zaki
You brought up something that I think is a great starting point, which is the way that therapists operate, the way that they challenge people with depression or anxiety. I think that personality transplants are not available, as you said, but we are all works in progress. People’s personalities do change over the course of their lives. Events in our life can change our personality and we can change ourselves on purpose, therapy being the primary way that most people do this.

But I’m, personally, a recovering cynic. I deal with this all the time, and I’ve used tools from cognitive therapy on myself. I call it being skeptical of my cynicism. So, when I find myself suspicious of a person that I’ve never met, or over-generalizing and saying, “This politician did something corrupt, therefore, all politicians are fundamentally corrupt,” I ask myself, “Okay, Zaki, wait a minute. What evidence do you have for that claim?”

I’m a scientist. I can challenge myself to defend a position from a scientific perspective. And, oftentimes, I find myself saying, “Wait a minute, that’s not something that I have evidence for. That’s just my bias. That’s just my intuition.” And I don’t have to believe my intuition all the time. In fact, oftentimes our intuitions are dead wrong. So, I think that’s the first step, is to audit your inner experiences, to ask yourself whether you’re jumping to conclusions or whether you have enough evidence.

If you have enough evidence, great. Go for it. You’re not being cynical, you’re being skeptical. If you don’t have enough evidence, try to do an experiment. Try to take a leap of faith on somebody. Now, I’m not saying you have to share your bank information with a prince who’s going to wire you $14 million or anything like that, but try to take small, growing, calculated risks on other people.

Now, that doesn’t just help you learn about them, “Who can I trust and who can’t I trust?” based on evidence. It also changes other people for the better. Economists call this “earned trust.” When we put faith in other people, they’re more likely to step up and meet our expectations because they’re honored that we believe in them. So, that’s something really powerful that we can do to restructure our own thinking and also to bring out the best in the people around us.

Pete Mockaitis
All right. Well, any other potential approaches or fun ways to get started right away?

Jamil Zaki
Yeah, I think that there’s two things that I could add to this, which are ways that we communicate with other people. One is, if you decide to trust somebody, don’t be quiet about it. I do something called trusting loudly, and I think this is especially important for supervisors, managers, leaders of any type, because we often put our faith in somebody. We give them a new responsibility, for instance, at work because we think they’re capable of it, but we don’t tell them, “Hey, I’m doing this because I believe in you.”

And it turns out that that simple message, just being upfront and clear. about the trust that we put in other people can intensify that act of earned trust. It can make that – the power of our trust, the gift of our trust – more clear and more impactful. The second thing that I would add when it comes to sharing or communicating differently is what I would call positive gossip. A lot of us are not just cynical in what we think, we’re cynical in what we say. We go around giving one-star Yelp reviews to life and everybody in it, and we can choose to do the opposite.

One thing that I try to do with my kids is share with them something kind that I saw somebody do each day, and, A, that helps me fight cynicism in them and help them stay attuned to the goodness of others, but it also changes how I think. Because if you are getting ready to tell somebody something, you’ve got to notice it. If I want to tell my kids about somebody who’s been helpful, I have an antenna up in my mind to spot helpers who are super easy to find when you’re looking. So, a habit of speech in this case, can become a habit of mind.

Pete Mockaitis
I like that a lot. Anything you recommend we stop doing right away?

Jamil Zaki
Oh, interesting. I would say we can stop jumping to conclusions, first of all, and trusting our instincts. This is one thing that people tell me a lot. It’s like, “I don’t know, man. I’ve just got this gut instinct that this person is not trustworthy, and I trust my gut.” And it’s like, “Well, okay, but your gut also tells you all sorts of other things that are probably wrong.”

Our gut instincts include, for instance, focusing on the negative over the positive, trusting people who look like us more than people who don’t, bias around race and gender and identity. Our gut instincts include being meaner when we’re hungry than when we’re full, being hangry. I mean, we don’t trust those instincts because they’re not right. They’re a poor match for the data. So, I would say one thing to stop doing is to credulously, naively trust our gut instincts because those gut instincts are very biased.

Another thing that I think we should stop doing is thinking of trust only in terms of the risk that we’re putting in. I think, again, a lot of leaders and managers lead like they’re trying not to lose, like they expect other people to shirk and try to take advantage of them, and their job is to police that, to stop people from doing something wrong. Well, if you treat people that way and show them how little you trust them, they’re going to actually act in ways that are less trustworthy.

There’s one story from the Boston Fire Department that I share in the book where the Boston Fire Chief, a new chief, actually, came in around the year 2000, and he realized that more sick days were being taken by firefighters on Fridays than any other day of the week. Now until then, firefighters had had unlimited sick days and been treated in a pretty trusting fashion because of their role. But this new chief said, “Nah, I don’t think so. These people are cheaters, and I’m going to make sure that they don’t do it anymore on my watch.”

So, he capped the number of sick days that firefighters could take at 15 a year. You had to get a doctor’s note if you went above that, you would get your pay docked. There’s all sorts of draconian policies where he was just trying to stop people from taking advantage of him and the city. Now, I wonder, Pete, whether you have a guess as to what the effects of that untrusting policy might have been.

Pete Mockaitis
Well, it’s funny, I feel my own internal, I don’t know what I want to call it, the big word is pusillanimous, small-hearted, like, “Well, oh, so it’s going to be like that, then. Oh, well, I got a doctor buddy who’s going to write all kinds of notes.” So, it’s like, “It’s going to be like that? All right, then. I’m going to…” It stokes the lower part of me that I don’t aspire to be, and, hopefully, I will be able to breathe and think through and say, “Okay, hey, you know what, I’m going to be as honest as possible and be sick when I’m sick, but my immediate desire is to stick it to them.”

Jamil Zaki
It’s beautifully put, and that’s exactly the desire that firefighters felt. So, the overall number of sick days taken by the entire city’s fire department in the year after that policy was rolled out was more than twice as high as it was before. And the number of firefighters who took exactly 15 sick days increased by 1,000%, ten times.

And it’s exactly as you said, that when you treat people cynically, when you choose to not trust them, you’re trying to cover your own butt. But actually, what you’re doing is you’re bringing out the worst side of these people. You’re appealing to their smallness, their pusillanimous side, where you’re saying, “I think you’re a cheater,” and people say, “Oh, you think I’m a cheater? I’ll show you a cheater.” And it turns out that this occurs all over our lives, and so people, in an attempt to protect themselves, harm each other and relationships, and then harm themselves as a result.

Pete Mockaitis
Yeah, well, I think we’re really getting into it in terms of decisions, policies, systems, processes, the stuff that you’re doing, in terms of how you’re running your team and your organization. In some ways, I’m feeling this tension because there are those who take advantage, and yet you want to extend trust to encourage the goodness in folks, and I guess to trust them loudly. That’s a good turn of a phrase.

So, help us out, what would be the optimal way? Let’s go with the same fire chief example. So okay, I’ve got firefighters. It looks like there’s a level, there may be, we don’t know, it could be statistically just happened that way. We suspect there’s a bit of abuse, that many Friday-sick days are not so much sick, so much as early weekend starts.

So, that’s what we suspect. We’d like to curb that, getting all bean counter-y in terms of, “This is how many days you get in the policies, and don’t you dare violate them.” It’s counterproductive. So, what’s your take, knowing all you know, what might be an optimal approach to address that matter?

Jamil Zaki
So, a mindset in general, that I recommend and sort of champion in the book, is being a hopeful skeptic. That is, paying very close attention to the data, being really evidence-based, but also the hopeful piece is understanding that our defaults, our factory settings as human beings, are probably too negative. So, basically saying, “Okay, let me be as scientific as I can in my interactions, but also let me curb and understand and audit my knee-jerk negativity.”

So, the fire chief here, he saw the statistic and his knee-jerk negativity took over. He said, “I’m going to take it out on my entire staff.” Well, probably if he had looked more closely at the data, he would find that maybe, I don’t know, 5% of firefighters were overrepresented in these Friday sick days. So, instead of making a blanket assumption about his entire team, his entire department, he could have asked, “Well, what’s up with these 5% of people?” and ask them some more questions, say, “Hey, I noticed that you’ve taken four Fridays off and no Tuesdays off. Are you getting sick in an unusual way? Can you tell me more about this?”

And sometimes just a little bit of curiosity, showing that, “Hey, I’m paying attention to this,” could probably curb that behavior. And the 5% statistic, by the way, I’m just hypothesizing here, but he could have also looked at the 95% of his staff who were not taking extra sick days on Friday, and said, “Wow, we’ve got such an honorable group of people here. You’ve got unlimited sick days and yet you’re only taking a pretty reasonable amount in a pretty reasonable way. This speaks to the spirit and the values that you all have as firefighters to protect your community.”

This is the thing that, I think, we do way too often as leaders is we focus on the 5%, 10%, 2% of people in our organization who we’re scared of, or who we feel like are threatening the organization, and not on the 90% or 92% or 98% of people who are upholding our values and probably all want the same thing. So, I would say, if I was in the fire chief’s seat, I would focus on the supermajority and try to develop policies and practices for them, and also extol their positive values as opposed to hyper-focusing on the two or five percent of folks who are not playing by the rules.

Pete Mockaitis
Well, I love that and I think that’s just a great practice, in general, in organizations to celebrate the cool stuff that’s happening that you’re noticing, that you’re doing. I’m in a team and we have in the meetings a one minute of awesome in which we folks share, “Hey, this is a cool thing that happened,” and it speaks to the values and remind us, “Oh, yeah, this is why we do this. This is cool. All right. Good deal.”

So, yeah, and to trust loudly when you’re seeing cool things, to speak to it, as opposed to I get this sense and, huh, boy, this is a whole another conversation maybe, good doctor, that as humans, it seems like when good things happen regularly, we just become habituated to them and expect them, and that’s the baseline. Even though it’s amazing, it’s a blessing, it’s so good, we’re so lucky, it’s so privileged and delightful, we just get accustomed to it, take it for granted. That’s what normal is.

And then if we suddenly don’t have that, then, “Oh, this is an injustice, and it’s bad, and my expectations are being violated, and I’m cranky about it,” as opposed to realizing, “Hey, well, you know what? I’ve had it pretty good. I’ve been pretty lucky for a really long time. I guess I could just appreciate how, in this absence, how so often I am blessed with this thing,” usually isn’t how we respond to these deprivations. Is that just how we’re wired, neuroscience doctor? Can anything be done about this?

Jamil Zaki
Yes, and yes. So, what you’re describing is called hedonic adaptation, sometimes also known as the hedonic treadmill, which is that we get used to whatever is going on in our lives. We have a set point that’s related to our personal baseline. So, my baseline and your baseline in terms of what we’re used to in life might be totally different.

If we switched places, we would feel intensely the differences between how we live, but we don’t feel those differences now. The same way that when you put on clothes in the morning, you feel them for about five seconds and then you kind of forget that they’re there and you stop feeling them. We get used to stuff and that’s good. That is a form of adaptation, but it also means, as you’re saying, we get used to all the good stuff and forget how lucky we are, forget how good we have it.

Is there anything we can do about it? Yeah, there is. There’s a great practice called savoring. I think gratitude practice is really well known. You think about all the good things that have happened to you today or in your life in general. Savoring is much more physical and palpable. It’s about enjoying the good stuff as it happens.

Kurt Vonnegut has a terrific quote that I love, the novelist Kurt Vonnegut, where he says, “Sometimes you got to stop and say, ‘If this isn’t good, I don’t know what is.’” And savoring is in essence that. It’s pausing and noticing what’s happening, and especially noticing the things that you are happy about right now in the moment.

I think that one version of this that we don’t do enough is what I would call social savoring. That is stopping to notice the good in other people and the wonderful things that they do for each other, for us, for everybody, for the world all the time. And I mean constantly millions of people are doing good things every minute of every day, and we have grown adapted to that the same way that we’ve adapted to all the other good things in our lives.

But when we notice, there’s so much to be gained. My friend, Dacher Keltner, studies the emotion of awe, the idea of something that is vast and makes us feel small in a good way, like we’re part of something greater than ourselves. And when I think of awe, I think about, I don’t know, seeing the Milky Way, or the Aurora Borealis, or a grove of redwood trees, and those things all produce awe. But in a study of tens of thousands of people, Dacher asked them, “What made you feel awe today?”

And the most common response, the most common thing that made people feel awe, this beautiful experience, was what he calls “moral beauty.” That is the everyday acts of goodness, kindness, generosity, and compassion that people around us are performing all the time. So, when you start to notice that and savor the goodness of others, you have access to really, I mean, I know I’m sounding hyperbolic and maybe a little bit warm and fuzzy, but I mean it. I really do think that people do beautiful things. And to open ourselves to that beauty is a really powerful way to stop hedonic adaptation, to get off the treadmill and actually enjoy our lives.

Pete Mockaitis
I love it. I love it. Can you tell us what are some things you savor?

Jamil Zaki
Oh, well, I savor my children first and foremost. I feel wonder and awe at their new developments and hobbies and interests, and just the way they treat people all the time. I savor the work of people who fight through adversity. A special type of person to me is what I would call the wounded healer, the person who struggles mightily with something, and then turns around and helps other people.

So, this is veterans who help other veterans with PTSD, survivors of assault who become assault counselors, people who have suffered addiction who then join the recovery community and become sponsors. That’s a type of beauty to me that it never gets old. I find that those folks to be incredible. inspiring as well. How about you?

Pete Mockaitis
Thank you. You know, it’s funny, when you say savor, the first thing that comes to mind, well, two things, is washing my hands, just enjoying that warm water and my favorite soap.

Jamil Zaki
Nice.

Pete Mockaitis
And then, in my back porch, I’ve got these sliding wood cedar doors, which just look really cool and kind of unique. We just lucked out, the house had it. And I like to, whenever I open or close those doors, to take just a good whiff of that cedar smell and appreciate the home and the setting that I’m in. So, that’s what I savor.

Jamil Zaki
I love that. I love that. Those are beautiful everyday experiences, right? And I think that that’s the thing is, you could have gotten used to those things. Washing your hands, the smell of cedar, these are easy things to fall into the background of our minds, to relegate to the landfill of lost memories, but you’ve chosen to keep your attention open, to keep your mind open to those experiences. And I think that’s really the good fight. That’s what I think we need to do to retain a hopeful and skeptical mindset.

Pete Mockaitis
Okay. Well, Jamil, tell me, anything else we should cover before we hear about your favorite things?

Jamil Zaki
No, I think this has been great. I hope that all this is useful to your listeners.

Pete Mockaitis
Well, I’d say I’m feeling good, so I hope they are, too. How about a favorite quote?

Jamil Zaki
Okay, I got to go Vonnegut again. Kurt Vonnegut said, “We are what we pretend to be, so we must be careful what we pretend to be.” And to me, that speaks to everything that we’ve been talking about. Our beliefs about the world are self-fulfilling prophecies. We create the version of the world that we live in, and that, in turn, shapes the type of life that we go through. So, it’s, to me, critical to mind our minds because they’re so powerful in structuring who we become.

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

Jamil Zaki
I’ll share one again that speaks to workplaces and how they shape us. Unusual workplaces for most of us, there are two fishing villages in southeastern Brazil, separated by about 40 miles, similar in economic status, religion, and so forth, but one of them sits on the ocean. And it turns out that if you’re going to fish on the ocean, you need big boats, heavy equipment. You need to work together. You can’t do it alone.

The other village is on a lake. So, fishermen strike out on small boats alone, and the only time they see each other is when they’re competing. Economists went to these villages about 10 years ago and had these people play a series of social games to assess how trustworthy and how generous they were. And it turns out that when you started out in your career in one of these fishing villages, you’re not different from each other. People on the ocean and people on the lake equally trusting, equally trustworthy, equally generous.

But over time, working in a co-operative setting made people more trusting and more generous. I mean, we’re talking over the course of decades, and over the course of decades working in a competitive cutthroat environment made people less trusting and less generous. So, choose your workplaces carefully because they shape you into the version of yourself you will become.

Pete Mockaitis
And a favorite book?

Jamil Zaki
I just finished Bullshit Jobs by David Graeber, which I found absolutely fascinating, an account of why so many of us do work for most of our waking hours that we don’t think creates any good in the world, so that’s one. But here’s a more hopeful one, A Paradise Built in Hell by Rebecca Solnit is a book about disasters over the course of the last century or so. So, the earthquakes here in San Francisco in 1906 and 1989, the bombing of London in World War II, 9/11, Hurricane Katrina.

And in all of these, Solnit asks the question, “What do disasters teach us about ourselves?” And there’s a stereotype that when disaster strikes, people show their true colors, which is that we are selfish and awful and social order falls apart. By looking at the history, Solnit finds that the exact opposite is true, that when disaster strikes, people band together, they help one another, and they find solidarity. So, there’s a lot more goodness in even the hardest times than most of us realize.

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

Jamil Zaki
Yes, I use, well, a bunch of tools that I love, but one is a type of notebook, and I’m of course now blanking on the brand name, but I use it when I interview people for journalistic parts of my writing. And it’s this pen that has a recording device in it, and the paper has sort of sensors on it. So, as you write, it records what time it is that you were writing, and you can then later press down on any note that you took, and it will play back the recording from the pen of that moment that you were writing that particular note. It’s incredibly useful for interviews and for recording stuff.

Pete Mockaitis
Cool, yeah. And a favorite habit?

Jamil Zaki
Savoring, the one that we just talked about.

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

Jamil Zaki
From this book, not yet because it’s not out yet, but I think that, oftentimes, I think people are simply happy and relieved and surprised to learn the statistics on helping and kindness. I think that people really are fundamentally underestimating one another. And the freedom to stop doing that is enlivening for folks.

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

Jamil Zaki
Well, Hope for Cynics: The Surprising Science of Human Goodness is available wherever books are sold. And my lab, the Stanford Social Neuroscience Lab, is at ssnl.stanford.edu.

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

Jamil Zaki
Yeah, take a leap of faith on somebody today or tomorrow, this week at the latest, and write down what you think will happen, and then write down what actually happens. And if your predictions are different from reality, try to remember that and ask yourself why the difference is there.

Pete Mockaitis
Jamil, this has been a real treat. Thank you. I wish you much hope and joy.

Jamil Zaki
Thank you so much. This has been delightful.

988: How to Elevate Your Status and Command Respect at Work with Alison Fragale

By | Podcasts | No Comments

Alison Fragale reveals the keys to improving others’ perceptions of you.

You’ll Learn

  1. The critical missing piece for your advancement
  2. Why your response to “How are you?” matters more than you think
  3. The quickest way to get others to promote you

About Alison

Alison Fragale is the author of LIKEABLE BADASS: How Women Get the Success They Deserve and the Mary Farley Ames Lee Distinguished Scholar of Organizational Behavior at the University of North Carolina Chapel Hill Kenan-Flagler Business School. As a research psychologist, award-winning professor, international keynote speaker, and author, she is on a mission to help others — especially women — use behavioral science to work and live better. Her scholarship has been published in the most prestigious academic journals in her field and featured in prominent media outlets such as The Wall Street Journal, The Washington Post, Financial Times, Boston Globe, and Inc. She lives in Chicago with her husband and three children, who are all named after professional athletes.

Resources Mentioned

Thank You, Sponsors!

Alison Fragale Interview Transcript

Pete Mockaitis
Alison, welcome.

Alison Fragale
Thank you. I’m so happy to be here.

Pete Mockaitis
I’m excited to be chatting with you because you’re going to teach us how to become likable badasses. That sounds like something I think that we want. What’s the scoop here?

Alison Fragale
I think we should. You know, I will say when I put Likable Badass on the cover of my book, I get the same reaction from everybody. It’s, “Yes, that’s what I’m going for.” And people want it, and there’s a good reason that they want it, because there’s a lot of science behind how it actually helps us.

Pete Mockaitis
Well, lay it on us. So, what is the benefit associated with, well, first of all, just define a picture of what that means, and then share with us the research on how that’s beneficial for us.

Alison Fragale
I’m going to take one step backward, and I’m going to introduce something that I care a lot about and I think everyone should care a lot about, and that is the idea of status. And status is how much we’re respected and regarded by other people. So, if we have high status, that would mean our audiences have high respect and regard for us.

And I know from my work and others, it’s what we call a fundamental human need. It’s something all human beings seek, and life is so much better with it, without it. Work is better. Life is better. Our physical and mental health, our ability to gain power at our job, to use the power we have, all these things. So, status is really important for us to understand and understand how we can influence ours.

Where does Likable Badass come in? Because when people look at another person and decide, “Do I respect that person?” when you do that to other people, those decisions that you make, that we all make, those aren’t random. They follow a pattern. There’s two things we look for when we’re evaluating another person to decide how much do we value them. And one thing we look for is how capable they are.

I often talk about that as our assertiveness. Not just, “Can we assert ourselves?” but a whole of skills that if I give you a task, can you get it done? Can you do it well? Are you competent? Are you organized? Are you efficient? Are you persistent? And so, if you have those qualities, I know if I put something in your hands, it’s going to get executed well and I value that. So, I’m going to respect you because of that. So, capability, assertiveness, that’s important.

And then the other one, is our warmth, or do we care about people other than ourselves? And that’s really important too, because I’m going to value people who aren’t just out for themselves, who are going to use their talents to benefit me. And so, if we see somebody who’s very caring and other-oriented, we value that too. We respect it.

So, those two dimensions in psychology are really critical. In fact, we call them when we create a little XY axis out of them, we call them the interpersonal circle of person perception. And “Likable Badass” is my catchy term for the space in the circle we all want to be, which is we all want people to see us as very capable and very caring.

Because when we do that, that’s how we gain status, that we respect people who are good at getting stuff done and who care about other people.

Pete Mockaitis
Understood. And I suppose that, so is it fair to say these are the two dominant things that make us perceive a person as being respect-worthy, these are the two?

Alison Fragale
Correct.

Pete Mockaitis
Okay. Now, I suppose there might be some third elements that are idiosyncratic to individuals. I was watching this comedy movie, where this guy was shocked and appalled that his best friend was a Republican, for example. So, I’m thinking, like, there might be certain dimensions of division or stereotyping that can cut across this for people. It’s like, “Okay, you’re very capable and you are very warm, but I still don’t like you for…” insert fill-in-the-blank personal bugaboo. Is that fair to say?

Alison Fragale
Yes, although I think you can actually probably shoehorn most of these judgments into capability and warmth somehow. So, I kind of question how good of a human you are. Or maybe I question your intelligence, because, “How could you possibly believe this is true or that is true?”

So, under capability, for example, is also competence and intelligence. So, it’s a circumflex, and there’s characteristics all the way around it. But a lot of times, we can take most of the judgments we have and say, “They do reflect on either how good I think you are at what you do, how smart you are, or how nice and caring you are.”

Again, I’m sure if we played the game long enough, you could find something, but even a political affiliation that people could say, “I don’t really respect that person,” you think, “Well, why don’t I respect that?” And it could come to something about, “Well, you can’t be that smart if you believe that’s true,” or, “You can’t care about other people if you’re willing to let A, B, and C happen.”

Pete Mockaitis
Oh, that’s good. So, our deeply held beliefs about a political affiliation, or any sort of an issue, then colors the extent to which we think that they are likable and capable. And so, I guess the opposite of a likable badass would be a jerk-idiot. We’ll hyphenate it. Yeah, I sure don’t want to be one of those, or either of those.

Okay, so there we have it. Status is a fundamental human need, and if we are in the likable badass zone, then good things come to us. I guess we feel we have status, and that feels good, that human need is being met. We feel respected, which is cool and enjoyable. And so, what does it do for us in terms of our career, our progression, our being awesome at our jobs?

Alison Fragale
One thing it does is it opens up all of the things that we tend to want at work. It makes all those things easier to achieve. So if you want to climb a career ladder, if you wanted to have more responsibility, if you wanted to be paid more, all of those things are forms of power, which is related to status, and I spend a lot of time helping people understand the distinction.

Power is controlling resources that people value. So, if I get to spend my budget without having to ask for permission, if I get to make a decision about a work product without having to ask for permission, if I get to review your performance, if I get to hire and fire, all these kinds of things are resources that we value and we control. If I get to come and go as I wish at work, have autonomy, work from wherever, that’s a resource.

So power is also another fundamental human need. People want to be in control. The lack of control of your environment also damages our life satisfaction and our physical and mental health. But status, being respected, is a gateway to getting all of these other good things. Not only is it good to possess in and of itself and it feels good, it also is how we get the power and the resource control that we want. And not everybody wants power in the same way, but everybody wants control over their environment. Again, even if it’s just power over self, “I want the autonomy to be able to work when and where I want or how I want.”

So, we focus a lot on power when we try to help people navigate their careers. A lot of on “How do you advance?” But the piece of the conversation that I don’t think we’re having as explicitly as we should is, “Well, how do you get those things?”

And the way I started was teaching people negotiation skills, which are important. You think, “If I can negotiate really well, I can negotiate myself into the career that I want.,” and that’s helpful. But also, it helps if your audience really values what you’re bringing to the table, that if you’re trying to get something from somebody and that person who’s looking at you, rightly or wrongly says, “I don’t really value you, and I don’t really respect you very much.”

You’re kind of sunk at that point, there’s very little you could say or do from a strategy standpoint that’s going to get you a good outcome, because we don’t give rewards to people that we don’t respect. So, it opens doors for us to being able to control our environment at work in whatever way we want to do it, and that is also really valuable.

Pete Mockaitis
Well, Alison, conceptually, that seems to add up and check out like, “Yep, sure, that follows.” Could you point to any particular studies or data that show perhaps just how eye-popping-ly powerful this status stuff is?

Alison Fragale
One of my favorites, looked at interruptions in a work group. and looking at gender and interruptions in the work group. So, this is a group, they had three men, six women, intact group, worked together for years, and the researchers studied the group, and they looked at who got interrupted and who spoke. And they found that everybody spoke at a proportional rate, and so everyone had about equal airtime.

But not surprisingly, the women were getting interrupted disproportionately, much more so. And an interruption is a marker of low status. So, when someone interrupts you, they literally silence you. And so, when you are cut off from even speaking, you can’t have influence. And so, who gets to talk and who gets cut off is a subtle way that we communicate whose ideas are worth hearing and whose aren’t, whose do we respect. So, an interruption is a status, a marker of status.

So, they find the women are cut off, and that is not necessarily surprising, given what you know that gender affects status. But what might be surprising is when I tell you the group, and the group in question is the United States Supreme Court. So, they found, this was the court at the time when Elena Kagan, Sonia Sotomayor, and Ruth Bader Ginsburg were three justices. Those were the three out of the nine. They were interrupted disproportionately more than their male colleagues.

And so, this idea of, “Do they all have power and equal power?” Yes. “Do some of them might have more status than others, in this case, coming from gender as a determinant of status?” Yes. And so, what we see is that even when people have a lot of power, if they do not have the status, that power doesn’t necessarily raise their status, and it doesn’t necessarily protect them from being treated in these lower-status ways.

And so, I always say, if the power of being a Supreme Court justice is not enough to guarantee that everybody would respect you and listen to what you have to say, then we can’t expect that any of us are going to have it. So, we’d like to think that power, being in charge of stuff, is going to make everyone respect us, but what you see in that study is it doesn’t, that direction doesn’t work. The other direction of, “I respect you and, therefore, I give you power,” we see a lot more evidence of that.

Pete Mockaitis
Certainly. But I guess a follow-up is, is it the fellow justices interrupting the female Supreme Court justices, or is it attorneys?

Alison Fragale
Both. Both.

Pete Mockaitis
I mean, I would be, “Whew!”

Alison Fragale
Yeah, it’s transcripts of these cases that appear before the Supreme Court. So, it’s both the justices and the people who appear before them. Yes, both.

Pete Mockaitis
I would not dream of interrupting a Supreme Court justice, male or female, which is maybe a whole other dynamic about personality in the mix there. So, yeah, I could chew on that one for a while. So then, point made, that there’s quite the distinction between power and status. And it’s interesting how much I really, really don’t like being interrupted.

And so I like that you’re pointing out that, okay, well, yeah, that’s really kind of like a fundamental human dimension is going on, as opposed to I’m just a cranky jerk. So, thank you for that. So then now unpack for us how having status results in great things unfolding for us from a data-driven perspective?

Alison Fragale
We see the status power link, which is, if I have status, so if we look at the groups, there’s been studies done in all kinds of work groups, groups in the military, civilian groups, and they measure at time one who are the really respected people in the group, and that’s a status measure.

And then at time two, they’re measuring who ends up, ultimately, getting the power at some point, like who gets to be the leader, who gets to be in charge. And in all those studies, what you see is that strong status power link, that the people who are the most respected at time one and time two end up being the people who get to be in charge. And I think, I really want to point this out, because not everybody necessarily wants a promotion, not everybody necessarily wants more money or more work. But, one, people do like autonomy over their lives and control, and that power and status are both resources.

Those resources do not just need to be used to benefit you. Those resources can be used to do all kinds of good things for the world. So, if I have power, I could use my power to hire the people who I think deserve to be hired but often get overlooked. I could use my power to elevate somebody in the organization who does great work but may not necessarily get the recognition. And so, power is a resource that we can do a lot of things with. So, that science goes that way.

And then the other piece is that if somehow you had managed to be one of the, you’d think, lucky few who didn’t navigate status very well, but managed to kind of get ahead in your career to the point where you were a person who had a lot of power, you were kind of a Supreme Court justice of your domain, you might think, “Oh, okay, well, I’ve made it, right? I’ve arrived,” but actually, and this is what I’ve spent a lot of my own research doing, we find things get worse for people.

And what we find is that when a person is in that situation, it’s a miserable existence.

Pete Mockaitis
It sounds like it.

Alison Fragale
Yeah. Well, you look at research on incivility, so that’s going to be the mistreatment that kind of goes below the radar. You’re not officially harassing somebody, but you’re doing something that makes them feel terrible. You roll your eyes, you cut them out of the information flow, you make some kind of snide comments about them, that kind of stuff. That stuff is disproportionately directed toward people who have power but don’t have status. And we see at work data that people, when they’re treated that way, they exit if they can.

So, I’m really struck by a lot that’s been reported lately about the exodus of senior women from organizations at greater rates than junior women. Because gender affects status, the idea of being a senior woman raises the idea that some of those people are in these low-status power holder positions. They control a lot of stuff and people don’t respect them.

And then we see they’re treated uncivilly and no one likes that, and so if they have an option, they eject, and we see people, senior women leaving at greater rates than they’re actually being promoted. So, it’s both the good things that can happen to you with it, and the bad things that could befall you without it.

Pete Mockaitis
All right. Understood. So, lay it on us, Allison, status, how do we get it at work?

Alison Fragale
Some of the things that affect our status are things that are outside of our control and some things that we just might inherit, if you will.

So, it could be gender, race, an accent, an ethnicity, a religion, all these kinds of things, and they don’t have any bearing on our competence or our caring, but people think they do. We give them meaning and, therefore, some people get more automatic respect than others just because of how they look or show they up. So that’s part of it, and that’s why, so some people getting status is actually a little more work, and I want to acknowledge that because status comes from these two places.

But the part that’s very positive is that a huge amount of our status is very controllable. It comes from how we show up when we interact with human beings. And the part that we can control has been shown to have a bigger impact on how respected we are than the parts we can’t control.

Pete Mockaitis
Oh, that’s good news.

Alison Fragale
Yes, it’s very good news, but what it means is that if we have some of these things that we can’t control that aren’t working for us, we want to be really sophisticated about controlling the controllables. So, here’s the deal. Status exists only in somebody else’s head. It’s their belief about you. So, what do we need to do to influence our status? We need to influence what they believe about us. Feels daunting, but psychology, this is what we study. We say, “Look, you can have a lot of effect on your audience.” It’s controlling the messaging that your audience gets.

So, everything that everyone in the world knows about you at this point in time has come from one of two communication channels. One is information you have put out in the world. Someone sat next to you on an airplane, they listen to your podcast, they know you from being your neighbor, whatever it is, they read about you online, social media, whatever. Those are things that you have originated, put them in the world and people see them.

So, one is we have to control that channel. And what I mean by that is making sure that we are putting information out there that says to individuals and the world at large, “I’m very capable and I’m very caring.” Sometimes that is being willing to self-promote to talk about positive things in a way that feels authentic and comfortable, and we can explore that piece of it. Sometimes it means not doing dumb stuff. So, there’s some stuff that we do that there’s a logic to it. We think, “This is going to be really good for my brand,” and it’s not.

So, one example would be hiding our successes. This is why self-promotion is effective. Hiding our success. Something good has happened to you. You’ve gotten an award, or you’ve hit a milestone on your podcast, or something like this, and you think, “I’m proud of that. That’s good. But I’m not going to go and tell people about that because I don’t want to be seen as a bragger. I want to be humble. And if I’m humble, you’ll like me more.” That’s how I convey the whole likable piece.

But if we’re chatting, and you have some good news and you don’t share it and then you leave, and I hear later, because the grapevine is efficient, that you didn’t tell me, is my first thought, “Oh, my God, Pete is so humble”? No. People think, “Why didn’t Pete tell me? Are we not that close? Or does Pete think I’m so petty I couldn’t be happy for him?”

And so, what happens is when we hide our successes, we actually do it because we think it’s going to get us at least the likable part, not the badass part, but it’s going to get us the likable part. But the research shows it isn’t actually true. It’s not what people infer when they hear that you had something good and you didn’t tell them. You actually end up being seen as capable when the news is released, but it damages the relationship.

So, a better strategy is, why is sharing our success actually a good thing for all that we’ve been told about telling our stories and self-promoting? It’s because you are seen as warmer when you are forthcoming with people and you’re seen as more capable because you’ve told them about the good things. So, that would be an example of starting to control your channel, to not do something that you think is helping your reputation or your brand, but the science shows that it’s not.

Pete Mockaitis
If being forthcoming is a desirable attribute, we probably also want to share sort of major happenings in general, otherwise we’re not forthcoming, whether maybe something sad has occurred in your life, and then they find out about that through the grapevine and they say, “Oh, I was just talking to him. How come he didn’t bring that up?” I guess that same phenomenon could occur there.

Alison Fragale
That’s right. So, again, self-disclosure, you want to be authentic about it and decide where you want to draw the line. Some forms of self-disclosure help build our status. Other forms might not. You might share something personal to build the rapport and the warmth. But then you might say, “I’m going to tell you some things I’m not really good at,” and that’s self-deprecation.

But that is a behavior that is not status-building. Because when we cut ourselves down, we’re basically saying, “I’m not as capable as you think I am,” and we are the experts on ourselves. So, when people cut themselves down, they are seen as less capable as a result, on whatever dimension they just deprecated. But we often do it because it’s socially cohesive.

Cutting yourself down is a form of humor, and many comedians, that’s they’re bread and butter, right? They make fun of themselves, and we laugh, and it is a form of humor. So, being funny is actually cohesive, it builds warmth, but humor at your own expense doesn’t. And so, I think it raises the idea of when I talk about controlling a channel of communication, the balance between being authentic and being strategic.

Because you might say, “I had a really bad day today and I really messed something up. And I didn’t do a good job and I got really bad feedback at work.” And the question is, like, “Do I share it? Do I cut it? Or do I keep it to myself?” And I think everybody gets to make their own decision about what they want to put out there and what they don’t.

But what I’ve had to coach myself on is a lot of the self-deprecating I was doing was done solely for the purpose of trying to be funny. I mean, I believed it to be true, but I was like, “Oh, this is my way of being funny.” Not fully appreciating that that form of humor wasn’t having the effect that I was hoping it would have, which is people would respect me more because of it. And so, now I’m more thoughtful that, if I’m seeking advice or support from somebody, and I say something has gone really wrong, I will tell them because I want their advice or their support in the moment.

But there might be other moments where my goal in the interaction is to show up in a way that’s going to get people to respect me, and I might say, “I’m going to tell a different truth, maybe something that is also equally true, but showcases my capabilities and my concern for others a little bit more.” So, controlling our channel is going to be a big one. And then thinking about easy ways that we can show up to other people and showcase how capable and caring we are.

And what I always tell people is, “Look for opportunities to solve other people’s problems using your unique skills and talents, things you are naturally good at, you really enjoy, and doesn’t take you very long to solve their problems. If you do that in life, and that’s all you do, you will build your status because as soon as you solve their problem, you’re capable, and you’ve spent your effort to solve something that matters to them, so you’re caring.”

But those things can sometimes be done in seconds. So, introducing two people, for example, is a form of solving somebody’s problem, “Hey, let me connect you with somebody who can do the thing that you’re looking for.” And I’m showing that my network is really valuable and it’s really robust, and I’m using my network for your benefit.

Taking something you like. I was very struck recently by a woman that I saw in an event, and she was the unofficial-official Instagram documentarian of this event, and she was taking videos and everything, but she said, “You know, I love being on Instagram, but I think a lot of my older senior colleagues don’t value this. They think it’s, like, personal and silly and it doesn’t really matter. And so, so how do I balance, like, that I really care about that with the fact that that they don’t?”

And I said, “You know, I would love someone who knew better than I did, to say, ‘Hey Allison, I know you’re on social. I have some ideas about how I could make your social more fun for you or more effective or better and, like, increase the impact of your messaging. Could I help?’” Well, all of a sudden, “Oh, sure.” Now it’s not just this silly thing you do. It’s you using your natural talent to help me.

And a lot of those things are fun for people and they’re easy.I always joke, you can buy someone’s coffee if you meet for coffee, but it’s a pretty forgettable act. It doesn’t showcase your capability. But if you make an intro or you give someone feedback on their Instagram, it’s not that much more effort than buying the coffee, but it’s allowing you to showcase yourself in a way that is more unique while still helping them.

Pete Mockaitis
Okay. Well, so these fundamental principles make good sense. We can control the channel, make sure the good stuff gets out there and we don’t hold it back, as well as being helpful. We’re helping people, thus being warm, and we’re helping them using our unique skills, thus being capable at the same time. So, I think those are great things to get our radar up and being on the lookout for such opportunities. You mentioned introductions are great. Do you have any other super favorite things that anyone can do that are great?

Alison Fragale
A hundred percent. So, first, always have good answers to what I call throwaway questions. When people say to you, “What’s new? How is it going? How’s work?” A lot of times we just throw those questions away, “It’s fine. I’m busy. It’s good. How are you?” And at that moment, someone’s giving you a chance to tell your story. Now, do they want a 30-minute answer to that question? They do not.

But something that is better than “fine” or “busy” but gets them interested, like, “I had a great win at work today.” Something that sparks a little curiosity and gets them to actually pause and ask you a little bit about your story. That can be a really good one is, don’t throw those questions away.

The second one is to use the updating that you’re naturally doing as a course of your job to build your status. So, we often have to give people status updates. Use those kinds of things as storytelling opportunities. And one effective way to do that is, in psychology it’s called dual promotion, I call it brag and thank. Anytime you have an update, you’re going to talk about a success or a win that you’ve had, and you’re also going to talk about the great work of other people who helped that win be possible. I’m telling you something great about me and I’m also telling you something great about other people.

That turns out to be a really winning strategy because when we promote ourselves, we’re seen as more capable, and when we shine the spotlight on somebody else, we’re seen as more caring. So anytime we can put those two things together in a message, whether it’s an email, or stopping somebody in the hall, that’s going to be a really easy one for us to be able to do.

And then the other, I’m going to kind of go over into this second channel, because if you remember, I told you there were two channels of communication. One is us and the other is things other people have said about us. So, everything that’s known about Pete is things Pete has put out into the world or things that people have heard or known about you and they’ve repeated. And so, a lot of our status is not built by us. It’s built by other people talking about us in positive ways or they could tear our status down if they’re talking about us in negative ways.

But if someone else is talking about your status in a positive way, they’re doing a lot of your work for you, and they can brag about how capable you are all day long, and there’s no risk to you.

So, one simple thing is finding ways to meet more people. I always say people cannot sing your praises if they do not know you exist. And so, this whole idea that we’ve always been told to network and to meet more people, put yourself in situations to meet more people. There’s a million ways to do it and I’ll tell you the stories if you’re curious, but I’ll just start with this.

Some of the people who have been the most helpful in my career, I met them in airports, like strangers that you have a random conversation with, and next thing you know, within five minutes, something gets uncovered and you’re like, “Huh, okay, maybe we should stay in touch,” and you stay in touch and then the relationship forms.

The other one that I want to offer because it’s just the right way to be, and it’s also very valuable, is the easiest way for you to get someone else to go build your status for you is for you to build theirs first because human behavior is reciprocated. So, a simple daily practice that we can have, to be awesome at our job and build these relationships, is every time you observe someone and you think, “Wow, that was great,” whatever it was, tell somebody, put it out into the world, promote them, and say, “This person is amazing.”

It feels great to do it, but also because the grapevine is efficient, they will eventually find out that you were saying nice things about them, and human behavior is reciprocated. So, one of the easiest ways to build other promoters is for us to just cultivate a daily practice of promoting other people first. So, I have a rule and I always say, if I have a nice thought about somebody in my head, I do not let the thought die there. I put it out into the world somewhere. And that alone, as a simple practice, if that was all a person ever did, would garner them a lot of reciprocal other promotion in spades.

Pete Mockaitis
So, let’s say I have a nice thought like, “Oh, my buddy, Dave, is so funny.” I mean, I’m not sure where I would park that. I could just text Dave, say, “Hey, I really appreciate you. You’re funny.” Or, I mean, I could put a glowing message on a post on LinkedIn, he might be like, “Pete, what’s going on here, dude?” I don’t know. Where would I park that?

Alison Fragale
Yeah, so I think it depends on the context. One, sometimes I can just go back to the person to say, like, “I was thinking about this today, and it, you know, what your humor is just always like such a joy and cracked me up I was thinking about that.” So that could be appropriate. It doesn’t necessarily have to be, “I do it the moment I think of it.” Like, if I have a thought right now, I’m not going to hop off the podcast and go do something else, but I keep it there and I think about where it has an opportunity.

One of the things I often do is I’ll think about a mutually beneficial introduction that I could make, and when I make that introduction and I think, like, “Dave is hilarious. And what would advance Dave’s interests? And how would him being a funny guy actually be value-added to somebody else?” Even if it’s just two people who have a shared personal connection, I think they would really, really like to be friends.

So, I could introduce Dave to my other funny friend and that could be it, right? And so now, even if that intro goes nowhere, at least you’ve put to the other person in the world, “Hey, Dave is this funny guy.”

And I think when we do those kinds of things, a lot of them don’t go anywhere at the time. If it’s somebody you work with, then you have a lot of opportunities to think about this in terms of hallway conversation and things like that. The next time you’re in a meeting and let’s say you work with Dave, and Dave’s in the meeting, you could think about amplifying something Dave said, or to think about, “Dave is really good at doing X because Dave’s always the person who can put somebody else at ease. And so, I think we should be thinking about letting Dave lead this because he has great skills.”

So, it doesn’t have to be instantaneous. It could be just back to that person. But to think about, “If I think positively about this, who else would benefit from that person’s skills in a way?”

So, again, most people have a lot of positive thoughts about people and they aren’t using those positive thoughts to build that person’s status, and that’s an oversight that we should correct as much as we can.

Pete Mockaitis
That’s super. And when you talk about introductions, I’m also thinking about just when you happen to be at in-person events. I remember I was at a funeral banquet, and someone was just introducing me and others to each other, and it didn’t take long. It’s like, “Hey, this is Pete. He has a tremendous podcast which helps people do blah, blah, blah, blah, blah. He’s a thought leader, this and that.” I was like, “Oh, well, thank you.” It was like, “Oh, I like you more!”

Alison Fragale
Exactly.

Pete Mockaitis
And then vice versa, the person who introduced me, “This person has a tremendous Star Wars memorabilia collection.” It’s just kind of fun and interesting. I mean, I’m not super into Star Wars memorabilia, so I don’t necessarily think that that person with a Star Wars memorabilia is extra amazing. But I’m more interested, like, “Oh, wow, huh, a collector. Okay. How did you get into that?” And so, it just seems like everybody wins when we just give a little bit more positive, good detail about who is this person when we introduce each other.

Alison Fragale
Exactly right. You’ve got it. It doesn’t take much. And even with something like Star Wars memorabilia, you might say, “This is the person who knows more about the Star Wars, like, canon and all the memorabilia than any person I’ve ever met.” And so, you would at least then respect some capability. It’s not a capability you would need to have yourself, but you’re like, “Huh, someone had to probably dedicate some actual effort, right? And so, now I see them as a more capable person, even if their skillset is not what I need.”

And you’re right, that we can do that quickly, we can do it authentically, and we can do it in person, we can do it over email, and just thinking about those positive things that we can say when we have our moment can be a great start to being able to build other people’s status for us. And then to your point, you said, “Oh, I had that moment where I thought more positively of them.”

I just had an email when my one of my oldest kids went to a Sleepaway Camp. He got an injury. I was emailing with the camp director to make sure the injury wasn’t going to keep him from being able to participate in camp, and it wasn’t. But when the camp director wrote back, he basically said, “By the way, I just got to tell you, like, how much I have really loved getting to know your son this year. What a leader he is among his peers. What a huge asset he is to camp.” It’s like two sentences.

But I observed, I was like, “Oh, I really like this guy now.” And so, I thought if the email had come the next day saying, “Our camp needs money,” I guarantee you I would have written a check and probably a bigger check than I would have written without that email. And so, I thought, “Oh, he complimented my kid. Oh, okay.” That makes me think he’s really smart because everyone thinks our kids are brilliant and “Oh, how nice.”

So, when I have these moments, like you had at the funeral luncheon or whatever, I unpack them to think, “Why did I feel so positively?” And the same, if I feel negative towards someone, “I like you as I think you’re an idiot.” What did they do? Because I don’t want to unintentionally be doing that thing. So that’s the armchair psychology that we all have in us, is unpack it when you experience it, because everyone else, we’re all like everyone, everyone else is just like us. So, if we felt that way, other people will too.

Pete Mockaitis
And I’m curious, when we talk about doing self-promotion, what’s the right and the wrong way to do it? So, if someone says something like, “Oh, hey, how have you been?” It’s like, “Oh, I’m just absolutely crushing it. I’m going to have record-breaking income, maybe three or four mil this year.” It’s like, “Okay, good for you, dude, but this is kind of off-putting.”

So, I mean, one, based on your cultural context in the U.S. and some other places, sharing how much money you have, good or bad, is often kind of frowned upon and makes people uncomfortable. But in other cultural contexts, that’s sort of normative. How do we know some of the do’s and don’ts? We want to put the good stuff out there, but we don’t want to do it in an off-putting way.

Alison Fragale
So, look, this is where the art comes in of understanding your audience and thinking about what feels authentic for you. If it feels icky and you’re doing it as a strategy, I guarantee you it’s going to come across poorly. But if it feels natural, or it can start to feel more natural if you practice it a little bit, it’s better. First is, again, always think about, “Is there a way to do both? Say something good about myself and something good about another person.”

So, if I say, now the tone of voice, whatever that was, don’t do that thing again because that wasn’t going to work. But just the content of it, you know, the, “I’m on track to break three million, etc.” or, “I might have my best year ever, and I lead, as far as I can tell, the world’s best team. Like, this team is showing up in so many amazing ways, and I am just so excited about the success that I’m going to have and they’re going to have, and I don’t know how I got so fortunate.” Something like that where you can shine a spotlight on another person. That can be one way to do it.

The other is to say just a little bit and tease it and let someone else draw you out. Because if they’re asking you questions and you’re answering them, then it’s much more normative. Like, “How is this year compared to last year? Are you doing better?” And you say, “Yeah, I am doing better.” Then that doesn’t feel weird because you asked, but they have to make you curious about it. Like, “I just feel like things are really coming together at work in a great way that is making me really excited.” And you might be like, “Oh, well, what way?”

So, something that could pique a little bit of conversation, and then it’s not a dialogue. But another, you know, this is specific, but I’ll say the idea is to think about how to get that information out there under other purposes, like under the guise of other purposes. So, one example that I share with a lot of people is turning on your out-of-office message, which I’ve seen some people do really brilliantly, and it’s not a strategy I ever used, I still don’t use it as much or as brilliantly, but I’ve seen people, where whenever you’re out of the office, you turn on your message, “I’m gone. Please reach out to so-and-so. I’m back on this date.”

But other people have more flair in their out-of-office messages, and they communicate that the response will be delayed, but they say, “Here’s the exciting thing I’m doing.” Like, if you’re traveling to a conference, if you’re speaking at an event, if you’re, whatever it is, if you’re off talking to three clients, you can say, “Here’s what I’m doing,” and then add in some warmth, add in humor, add in some, “Here’s how I’m actually, like, the work that we’re doing is going to enable us to, like, grow in these markets is going to enable us to serve even more people who really rely on our product to be able to live their best lives,” or something like that.

And that’s an example of how you can start to use all your channels of communication. If you’re on social media, you can use your social media to talk about what you’re doing in a way that doesn’t feel as self-promoting as running around the office telling everybody, “Guess what I got to do?” or, “Here’s something,” you can just celebrate it.

Thinking about all those different ways to do it, but 100%, you have to know you and you have to know your audience because there’s not a script that’s going to say, “Oh, talk about it exactly in this way.” But the idea is if you don’t say anything about your capabilities, how will anyone ever actually know what they are?

Pete Mockaitis
Understood. Well, before we hear about your favorite things, I want to quickly get your hot take on what about things like clothing, the fit of the clothes, the brands, or the up-dress, dress up, dress down-ness of them, and/or height, or vocal intonation, body language, posture, like these kinds of presentation things? How much of a status impact do they make?

Alison Fragale
They have a lot. They’re all channels. People are drawing conclusions from everything you put out into the world – your eye contact, your gestures, your tone of voice, your clothes, etc. Now, does that mean you can only speak in one way, that you should only gesture one way, you should only wear one outfit? Absolutely not. Authentic and strategic can coexist. But you should be aware, and this is one of the things I help people do, is understand all the different behaviors that are linked to status.

So, a common one is, “Why is it that the person who comes in the meeting and just yammers on about nothing all the time, always is considered so smart? It’s so annoying.” It is annoying. But it’s also from science, it’s true, that we associate quantity of communication, speed of responding, speed of speech as markers that somebody is more capable. And so, you don’t have to do those things, but you should understand the relationship.

And so, what I always say to people is, first is just do an audit of, “What signals am I putting out into the world?” And say, “Some of these signals are helping me show up as capable, some are helping me show up as caring, and some are actually doing neither, they’re taking me backwards.” Then the question is, “What do I do about these things, if any?”

I say you need to signal something in every as many interactions as possible that says, “I know what I’m doing,” and you need to signal something that says, “I care about other people.” But it doesn’t need to be all the signals, and you can have a couple that are counterproductive and still overcome them as long as you’re thinking about what else you would do to compensate.

So, I’m a really big apologizer. I say I’m sorry all the time for all kinds of things and just use the word. And I try to coach myself out of it. It was requiring way too much conscious effort and I was just getting annoyed, and every email was taking 36 minutes to write, because I’m like, “Oh, there’s an apology there. Oh, no, then what should I do with these exclamation points? They seem kind of, you know, not so strong either.” And like, then I got smiley faces. So, I said, “Forget it. And I’m going to do the apologizing. I don’t worry about it anymore.”

It’s a more submissive behavior, the opposite of assertiveness, but that’s okay because I have other things that signal capability. I happen to have some credentials that are good signals of credibility. I’m a professor, I have a PhD, things like this. And so, what I concluded was I have enough signals of assertiveness in the environments that I need to function, that I can have a couple of things that work against me that feel natural and authentic, and I can let them go.

So, that’s my general answer is. Those things do affect status. Yes, you should be aware of what the effects are. And then it’s for each individual to decide, “Do I want to change that or do I not?”

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

Alison Fragale
One that I will offer you here that relates to this is from Julia Child. “Never apologize for the food you serve. No one knows how it was supposed to turn out but you.”

Pete Mockaitis
And how about a favorite book?

Alison Fragale
Deep Work by Cal Newport. I think his work really speaks to women and anybody else who is marginalized because we know that people who lack status are basically given the worst work. They’re given the non-promotable to do.

And so, I think the idea, the challenge of working deeply, and being able to work on things that matter, things that bring you joy, things that have high impact in the organization is harder for some people than others because they’re saddled with all the office housework. So, I really love Cal’s, all of his stuff, but Deep Work for that reason, because I think it has an important message for status, even though that’s not how he talks about it.

Pete Mockaitis
Okay. And is there a key nugget you share that people really seem to resonate with and connect with, an Allison original gem of wisdom?

Alison Fragale
Strategic and authentic are not opposites, that you can and should be both.

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

Alison Fragale
My website is a good place, AlisonFragale.com. When you’re on it, I have a free newsletter that I put out on Substack. It’s called “The Upper Hand” and it is behavioral science directed toward helping women advance. But as we talked about today, none of the things that I talk about are ever really only applicable to women. I talk about behavioral science that is tools people can use. So, if people are curious, it’s free. It’s on Substack. I write as often as I can, and I love sharing those kinds of ideas with people.

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

Alison Fragale
Ten, 10, 10. All right. Meet 10 new people. Make 10 small deposits, which is going to be an easy little thing you can do to show up as capable and caring, so, like, an introduction or solve their problems, something you could do that’s easy. Ten people, 10 small deposits, and promote 10 people to other people. So that was that tell them to say the good things that you think, and/or ask 10 people to promote you. Ask them to go build your status. That’s a scarier one that we haven’t talked about yet, but it’s really, really effective.

If you say to somebody, “Hey, person B really respects you. Will you go talk to person B and introduce me, talk me up, etc.?” So, 10, 10, 10. Meet 10 people, show up as capable and caring 10 times, same people, different, doesn’t matter, and promote 10 people, ask 10 people to promote you.

Pete Mockaitis
All right. Alison, thank you for your wisdom. You are a super ultra mega baller. See what I did there?

Alison Fragale
I did. I love it. I’ll take it. Hey, there’s another thing. One of my favorite studies in social psychology, self-serving interpretations of flattery. It’s why flattery always works, is because people think, “Done to another person that might be considered flattery but to me it’s just accurate.” So, self-serving interpretation, so you can flatter people all day long. They never get tired of it. I love it. You’re amazing.

979: Building Greater Trust and Connection through Storytelling with Scott Mann

By | Podcasts | No Comments

Retired Green Beret Scott Mann shares battle-tested strategies for motivating people in low-trust, high-stakes environments.

You’ll Learn

  1. Why storytelling is super powerful 
  2. The key shift that makes stories memorable
  3. How to regulate emotions (both yours and others)

About Scott

Lt. Col. Scott Mann is a retired Green Beret with over twenty-two years of Army and Special Operations experience around the world, and a New York Times bestselling author. He has deployed to Ecuador, Colombia, Peru, Iraq, and Afghanistan. He is the CEO of Rooftop Leadership and the founder of a 501c3, The Heroes Journey, committed to helping veterans tell their stories in transition. Scott regularly speaks to and trains corporate leaders, law enforcement, and special operations forces on best practices for going local, storytelling, and making better human connections.

Scott has frequent appearances on Fox News, CNN, and other national platforms as a thought leader on building organizational relationships, restoring trust in our communities, and a range of national security issues. He is also an actor and playwright who has written a play about the war called Last Out—Elegy of a Green Beret on Amazon Prime. Scott lives in Florida with his wife Monty where they are deepening their skills on empty nesting.

Resources Mentioned

Scott Mann Interview Transcript

Pete Mockaitis
Scott, welcome.

Scott Mann
Hey, thanks for having me, Pete.

Pete Mockaitis
Well, I’m excited to hear your wisdom, and I’d love it if you could kick us off with a riveting tale that’s also instructive about your time in Afghanistan.

Scott Mann
Build trust when risk is low, leverage it when risk is high. That was the one thing that has stuck with me, yes, Afghanistan, but pretty much every tough place that I went to. It was something that I think is very true here. As a Green Beret, we’re a little different than Navy SEALs and Delta Force and those kinds of outfits in that our whole focus, everything we do, is to work by, with, and through indigenous people. That’s what we do.

And all of that, it’s kind of a modern-day Lawrence of Arabia approach. So, most of it is around social capital, building trust, interpersonal skills in really, really, really low-trust environments. And one of the things that I learned in Afghanistan, on multiple tours, was that when things get really difficult and really dangerous and really hard, it’s the trust that you built back when risk was low that will serve you in those high-stakes moments, and I frankly think that’s true in everything that we do.

Pete Mockaitis
Yeah, that’s a good principle. And can you share with us how you saw that come to life?

Scott Mann
Most prolifically, I would say it was in the recent abandonment of our allies, almost three years ago to the day, it was in August of 2021, our government made a decision to leave Afghanistan, and I mean leave Afghanistan, like immediately. And as a result of that, probably close to 100,000 Afghan allies were completely left behind. Many of them on the run, hiding. One of them was my friend. His name was Nazam. He and I had fought together in Afghanistan in 2010. We had remained friends for many years.

He was shot through the face defending U.S. Green Berets. That’s the kind of guy he was, and then five weeks later, with a pair of U.S.-made dentures, came back to the firebase and continued to operate. You know, just the kind of guy that the most loyal friend you could ever ask for, and he was one of those guys left in the dirt, you know, left on the side of the road. And when the government didn’t pick up the phone and he was on the run, he called me, and basically said, “You know, sir, I never really worried about dying. It kind of comes with the territory, but I never thought I would die alone.”

And at this point, the Taliban were texting his phone. He was hiding in his uncle’s house, like Anne Frank, and they were circling the driveway, and that just, I don’t know, as I was watching the Taliban roll into Kabul, Pete, it hit me so hard, you know, all those years of fighting there and now my friend, who had stood up for us on so many occasions, was just going to be executed. I couldn’t live with it.

So, I made a commitment to him right there on the spot that we were going to do everything we could to get him out of the country and get him back to the United States. I called up some buddies who were ex-Green Berets and we started formulating a plan using cell phones and relationships, and we helped move him surreptitiously across the city, got him close to the gate. He got himself close to the actual location where the Marines were, and then we started working our contacts to get him pulled inside. And, ultimately, right at the last second, as they were about to throw him out, we got in touch with a State Department guy on the inside who said, “Tell him to say pineapple.” That was the code word.

And so, we’re screaming it to him to say that, and he does, and he gets pulled in, and we became Task Force Pineapple at that point, and that set in motion about a five- or six-day operation of 120 or so veterans to move about a thousand Afghan commandos and their families through a sewage canal and a four-foot hole in the fence, and then ultimately on to the United States where they are today.

Pete Mockaitis
Wow! Well, that illustrates trust right there.

Scott Mann
Exactly. Exactly.

Pete Mockaitis
You built it by taking a bullet to the face and more, and then, when the risk was high and in desperate need, there you were.

Scott Mann
And no authority, no resources, no time. We weren’t on the ground, so none of the things that you would want as a special operator, and, by the way, I’d been retired for 10 years. I’m a storyteller and a playwright. I’m not exactly your number one draft pick for hostage rescue, but what we did have were relationships. We had a very large portfolio of social capital in that country that we had built over the years, as did the other Green Berets that jumped into the fray.
And, you know, Pete, what I saw in that moment, it was just the worst case of duress that I had ever seen. I did not have answers, I did not have solutions, but what amazed me over and over again was how people were showing up for each other based on years of friendship, trust, and even people that didn’t know each other who were unified around this notion of just honoring a promise. Just honor a promise to our guys and get them out of there, and what lengths people were going to cooperate in real time in just complete chaos.

And, really, I don’t know, it drove home to me that, even in the worst of situations and chaos when nobody’s coming, human connection is the absolute underpinning of getting big stuff done. And it doesn’t matter what the context is, we’ve got to have that.

Pete Mockaitis
Yeah, that’s powerful. Thank you.

Scott Mann
Yeah, absolutely.

Pete Mockaitis
So, I’m curious, your company’s called Rooftop Leadership. Do these principles factor into the name? Where does that come from and what’s the big idea here?

Scott Mann
That’s a great question. Where that came from is back in 2010, we were losing the war in Afghanistan. We had already been there for 10 years and we were so angry after 9/11 that we had spent most of our time focused on targeting the enemy, including the Green Berets, who, really, our job is to work by, with, and through Indigenous people. We kind of got focused on this top-down targeting approach, and we needed to get back to our roots.

So, we established a new strategy of basically living out in the villages, growing our beards, indigenous clothing, and living and working the way we had done for decades, really, out in these rural communities, helping them stand up on their own. The only problem was, at this point, these communities had seen so much war and violence, and, frankly, we had kicked their doors in for 10 years. It was very hard to establish trust there, but we did, one village at a time, one community at a time, we persuaded them to allow us in small teams to live in their villages, kind of a modern day Magnificent Seven.

And what would happen is the attacks would come from the Taliban as soon as we would move in and live in this community, the Taliban would attack our compound and the village really, and we would go up on the rooftops and we would fight. The Afghan villages would not. They would stay down below and they would hide with their families.

But then after the attack was over, we’d come down, we’d tend to our wounded, and then the next day, you know, we’d go out into the village, we’d meet with elders, we’d drink chai, we’d help them in their fields, we’d try to help them find solutions to food shortages or any low-tech farming problems they were having, dispute resolution, whatever and wherever we could plug in and be relevant, and be relevant guests in their community.

And then two, three, four weeks after getting an entry in that community, there would be a muzzle flash from up on another rooftop shooting in the same direction we were, and it’s not one of our teammates, but it’s a farmer that’s climbed up there and he’s now defending his home – one dude. But usually that would be the tipping point. The next night, you would see three guys up on their roofs. The next night, you would see 10. And ultimately, until the whole village was collectively doing what it had always done, which was stand up on its own.

And over the years, I saw this again and again and again in these really trust-depleted places. And so, one of my jobs was to bring out senior leaders to see this and to talk to them about funding and resourcing, and I would call that rooftop leadership, this ability to move people up onto a proverbial rooftop when it’s hard, when it’s scary, when they don’t want to go, based on doing the right thing, even when people don’t follow you, and human connection, social capital, people taking action because they want to, not because they have to.

When I came back to the United States and I saw how divided we were as a country here and how disconnected, I thought, “Well, we could probably use some rooftop leadership here in America.” So, I started bringing those same skillsets to corporate leaders and associates here at home.

Pete Mockaitis
Well, that’s powerful. Thank you. So, you said they were doing it before, but then it was a big deal when the first guy started getting on the roof. So, can we clarify that?

Scott Mann
Yeah, so let me clarify that. So, these were communities, most communities around the world, most collectives, have a tendency to stand up on their own, and that is one thing I should have clarified, is that these communities had seen so much war and so much violence that they had just lost their purpose. They had lost their collective focus. They have lost their collective will to stand up for themselves, and they’d lost trust in each other, trust in their government, and so that’s kind of what we walked into, you know, and it was very difficult to persuade them in the beginning to take any kind of overt action on their own behalf.

And even though they had a long history before the 40-year war of doing that, and so a lot of this was simply holding space, building human connections, and enabling these individuals to do what they were predisposed to do. Most humans are predisposed to take action. It’s just that when we’re inundated with conditions that cause low trust and low morale and lack of purpose, at some point you start to kind of throw your hands up and check out, and that’s what we were dealing with. Those are the kinds of conditions that Green Berets typically get inserted into. And we turned that around using relationships and bringing one person up at a time to kind of make a stand.

And those same social conditions, although the stakes were different, I see here at home. I saw them when I retired in 2013, the same kind of disengagement and distrust and division that was permeating society over there, it’s terrible over here. We have a lot of disconnection and distrust here at home, a lot of disengagement. I found that that same approach, these old-school interpersonal skills, putting an emphasis on human connection, that’s what people are starving for.

Pete Mockaitis
Yeah, that’s powerful. Well, I’m curious to hear then, when it comes to this trust-building stuff, I mean, some of it sounds pretty straightforward, yup, just go ahead and courageously put yourself at tremendous risk, and they’ll see you doing that and they’ll notice and appreciate it, like, “All right.”

But in business context, that may not look like shots being fired, so much as, “Hey, I am actually going to vulnerably admit that I made a mistake, that I need help, that I don’t have all the answers, that I desperately need everyone’s best efforts for this thing to work, and I’m going to give my best efforts. That I, as owner, am going to not receive distributions for a little while, while we’re in this tough economic time and we’re sorting things out.”

So, it’s just like kind of put your money where your mouth is, or your heart, your courage, your risk where you want to display that, “I am in this.” That’s a huge trust-builder, in general. Can you tell me, do I have that right or any kind of nuances or elaborations you want to put on that?

Scott Mann
No, I think it’s really good framing that you just did. I’ll just build on that framing, if it’s okay, in the sense that one of the things that Green Berets do and that I’ve done for 30 years is we really study closely what I call the human operating system, the way that humans navigate the world in terms of civil society and their day-to-day life, because we mostly deal in influence and social capital. And by social capital, I mean the oldest form of capital in the world, the tangible and intangible linkages between humans that causes them to take action because we’re social creatures.

And the reality is, Pete, what I’ve learned is that, what works in life and death, the kind of stakes we were talking about in Afghanistan, works even better in life and business, and the reason is because we’re remarkably similar in how we’re wired to navigate the world. Humans we’re very primal. We’re very primal, even though we like to think that we’re sophisticated and that we navigate this modern world and, you know, highly technical creatures, and we are.

The way that we actually navigate the world, the way that we actually take action, is around meaning and emotion and social connection and storytelling and struggle. I mean, we are very, very primal. In fact, I think it was Jared Diamond, an anthropologist who wrote The World Until Yesterday, he said that humans have been primal far longer than they have been modern. And we still have so many of those tendencies with us.

And so, what I’m trying to say is, you know, what I dealt with in terms of tribal dynamics in different villages, and how these tribes and interacted with each other, you see the same tribal dynamics in a merger. If two companies are smashed together, you are essentially putting two tribes together. You’re putting two collectives together with two distinct cultures.

And no matter how good that looks on paper for the associates, for the people that have to go through that merger, it elicits the same primal response of resource scarcity and status and fear-based behavior that our ancestors experienced 20,000 years ago. The amygdala, the ancient part of our brain, doesn’t know the difference. It goes into survival mode.

And what I’ve found is the more that we can understand those primal realities about how we are as humans, how we navigate the world, how we operate, how we take action, the fact, again, that we are meaning-seeking, we need meaning in our lives, the fact that we are first and foremost emotional, and that logic usually follows emotion, those kinds of things that when we do stories, that’s how the brain makes sense of the world.

If you use PowerPoint slides, a recent study showed that an audience will forget 90% of your content 30 per seconds after you say “Thank you for your time” because you’re engaging working memory. You’re not engaging long-term memory. The brain actually needs stories to make sense of things. So, there’s just so much available to us in this primal reality that, if we can tap into and understand that human operating system, it really makes us better at leading ourselves, our family, our co-workers. And it’s the same stuff we use in those rough places, it’s just as relevant here in just about any situation that you could think of at work.

Pete Mockaitis
Lovely. Well, could you give us a key principle and then a story of that in practice at work?

Scott Mann
A hundred percent. I’m going to pick storytelling. Storytelling is, there’s different principles, but I’ll start with storytelling, and the reason is because we’re story animals. If you think about what most people have to do at work, I mean, we have to communicate in a strategic way. We have to influence, we have to convince people to believe in our ideas, our products, our vision. And whether that’s communicating internally to other associates or teammates, or whether it’s communicating externally as a salesperson or a client-facing professional, when you think about how distracted, and disengaged, and disconnected we are as a civil society today, I mean, just look around.

Look at how people are, they roll in kind of already skeptical. We’ve got our work cut out for us and you know most people are phones out in an environment where you have to get in front of people. If you’re not compelling right out of the gate, people are on their phones. So how do we how do we hold people’s attention? How do we actually engage them in a way that lends itself to authentic influence? And I have found that storytelling is absolutely at the heart of all of it. The storyteller is going to own the room every time.

And the problem is, our modern society has conditioned us for podiums and PowerPoint, which they’re kind of manifestations of the modern world, but they actually detract from good communication because we don’t understand what really makes humans communicate well. We don’t really have a language for it like we used to. And so, storytelling is such an essential skill. Whether you’re getting up and giving a presentation, whether you’re trying to pitch your boss on something or a sales engagement, narrative is everything.

If you could present your ideas in the form of a story, it’s far more impactful than if you just give facts and figures and PowerPoint, if you can lead off your PowerPoint presentation with a story. What do I mean by a story? I don’t want to be nebulous on that. Basically, a story should have a character. A story should have a character trying to meet some goals, who faces obstacles, and then ultimately overcomes those obstacles. We’re all natural storytellers. We really are. And if you can just integrate stories when you’re talking to your teammates, if you can integrate stories when you’re talking to your boss, it’s a much more effective way to connect with them.

The general rule is what’s personal is universal. Stories of struggle, stories of overcoming pivotal moments, stories of lessons learned, this is what people actually crave, and it kind of doesn’t feel that way and it feels awkward in a business environment, but it’s actually what we’re drawn to. And when you do that, and I’ll end on this, when you lead with story and how you engage people, it makes you more relatable to their pain, and it makes you more relevant to their goals, and that’s actually what people follow, way more than they follow experience or title or the money. We follow people who are relatable and relevant, and storytelling, by definition, makes you that.

Pete Mockaitis
Well, Scott, give us an example of a story you’ve heard someone tell in a work environment that was just phenomenal at illustrating these perspectives and building trust.

Scott Mann
I like to see it in the day-to-day. It’s great if you can get up on the stage and you’re the boss and you can speak a story of your vision. That’s great. That’s awesome. But for most of us, that’s not where we’re living. What I like to see is what I call narrative competence, the employment of storytelling, purposeful storytelling in real time to meet your goals.

Pete Mockaitis
All right. Give me one.

Scott Mann
For example, how many of us have the opportunity to recognize people that we work with? I mean most of us do. Most of us have opportunities to recognize our co-workers, to recognize new team members, to recognize people when they leave our team, to recognize people for achievement. I mean, those are just a few. And you don’t have to have a title to recognize people. You can do it in any social situation on your team.

But if you are a people leader or a supervisor, recognizing people on your team, there’s actually a very powerful way to do this, which is when you’re going to recognize somebody in front of their peers, is to meet with them a little bit ahead of time. I like to say 24 hours, but it could be a couple of hours before you’re going to recognize them, say farewell to them, welcome them to the team.

And when you do that, ask them a couple of thoughtful, open-ended questions about their recent experiences. If you’re going to recognize them, for example, for the work that they did on your team before they departed, ask them some thoughtful, open-ended questions that start with how and what, that have to do with their experience while they were on the team.

“What were some of your most fond memories while you were on the team? What was the most embarrassing thing that you had to overcome that really taught you a lesson while you were on the team?” And then just listen, just shut up and listen. You don’t need to take notes. You don’t need to write down bullet comments because the story brain is wired for narrative. It will remember everything. You just listen with pure discovery.

And then when they’re done, you say, “Would it be okay if I share a few of these with some folks when I recognize you?” They’ll probably say yes, I’ve never seen them say no. And then when it’s time to recognize that individual, you get up there and you share a couple of narratives or stories about what that person told you and why you think it matters to the people you’re talking to. And what you’ll see is a level of an immediate trust acceleration between the two parties. You’ll see a level of reciprocity with this person that you’re honoring, and there’s just no greater way to get that serotonin flow and build credibility with your people than something like that.

You can do the same thing with introductions. If you introduce somebody at a mixer or you’re going to introduce somebody on the stage, rather than get up there and read their bio, which is just so off-putting, meet with them a little ahead of time, ask them some thoughtful open-ended questions, and then tell their story. Tell their story. The one thing that just resonates so deeply with people we lead is when we tell their story better than they do. And no one does it.

And when you do, man, it’s an immediate trust accelerant. It opens doors. It’s sacred. I’ve seen it work in so many different situations, and it’s just a great way to use story in the day-to-day and elevate your role in your position, no matter what that position is.

Pete Mockaitis
That’s awesome. So, one great storytelling tip is just ask people those open-ended questions so that their stories bubble up and we can hear them and be enriched by them. Well, Scott, give us an example of when you told a story to introduce someone that was awesome.

Scott Mann
I actually did it recently.

Pete Mockaitis
Let’s hear the story.

Scott Mann
We were traveling around, and we were doing our play, “Last Out: Elegy of a Green Beret,” and we travel around the country performing this play. And there was a Gold Star family member who had lost a family member in in combat, who had really been through a lot.

And so, meeting with this individual a little bit ahead of time, I was able to ask some questions, and just get to know and some things about their background. And then to recognize that individual and tell their story up on the stage in front of a group of other people that were there to attend the play and that were there to basically attend this play, but what it transitioned into was an opportunity to really recognize a Gold Star family member that had been through immense loss, and who was really trying to find her way in the world.

And, all of a sudden, she hears her story told and the story of her loved one, and she’s immediately immersed in the social connection of this group, and the group feels an immediate connection to her. And, in that case, I’m just the vessel. I’m just the storyteller. I’m just sharing a beautiful narrative of this woman’s life and her loved one with these people that I know are going to care. I’m just that bridge. And as soon as that happened, it was an accelerant for trust. It gave her access and placement to a group of people that she really needed to be around.

So, it doesn’t have to be like epic, or it doesn’t have to have like an ROI to it that we typically evaluate engagements. It could be something as, it’s just a small touch point like that, but extremely profound in somebody’s life. And when we do that, we’re building social capital. One other thing I’ll just say, Pete, to this, and I think it’s a pivot to the same topic, a lot of times it’s not the stories we tell. It’s the stories we ask to hear, particularly in low-trust environments where everybody’s really going through it, or there’s a lot of stress.

Thoughtful, open-ended questions to the other party that just let them respond in story about what’s going on with them in their life, what’s going on with the merger, “How are you feeling about what we’re doing here? What’s the latest thing you’re seeing with this?” and just listen with pure discovery, trying to just see the pictures in their head, pain and goals, pain and goals. And I just keep asking how and what until I really get a sense of what the pictures in their head are.

And that alone, Questionology, Warren Berger calls it, using the reverse where you ask questions that let them tell you a story. It’s like a dance. Narrative competence, the integration of stories and everything that we do, and, hell, two-thirds of the time, it’s stories we’re hearing, not saying, that will really elevate our effectiveness in how we lead.

Pete Mockaitis
That’s a great perspective. So now, can we hear you tell a story that’s awesome?

Scott Mann
Well, there can be short stories that are like super short, even when we’re doing social media and things like that. There was Hemingway, had a bet with a reporter, when he was alive, that he could tell a sad story in six words. And the reporter said, “There’s no way you can do that.” So, they had a typical Hemingway wager over a bottle of rum, and Hemingway said, “For sale. Baby shoes. Never worn.”

Pete Mockaitis
Yes, I have heard this.

Scott Mann
And I think the larger point is that there is a way to tell stories that, if you train on it, you can integrate even your toughest struggles, your toughest scars. I tell a story, Pete, about my mental health when I came out of the military after almost 23 years. In 2015, I nearly took my own life, and right in this house, in my bedroom closet. I had reached a point after years of combat, and then coming home to a world, it was like a different planet to me.

The people that I looked everywhere were as divided as they were in Afghanistan. They were tearing each other apart, and my purpose and perceived sense of purpose was gone. Everything that I’d known about my life was no more. I’m walking around the house in a bathrobe and not having showered in two weeks, and just like two weeks earlier, I was a high-performing Green Beret. And I lost my way in a very short period of time and found myself in a closet holding a pistol.

And had my son not come home when he did, I don’t think I’d be here. But he did, and thank God I wasn’t able to go through with it. And as a result of that extremely dark low point in my life, it put me on this path to try to find an answer. I knew I had something to say. I knew there was something for me to do in this world. I still had relevance. It’s just that every time I would try to talk about, for example, my lessons that I’d learned as a Green Beret, about human connection, I would jam up when I got in front of people, when I started to talk about those lessons and the battlefield. I would lock up.

And so, I became convinced that there had to be a way for me to bridge that gap. And eventually I ended up finding a mentor, a civilian mentor who was a storyteller himself. He was a former NFL football player named Bo, and he had become an actor and a playwright and a storyteller, and a really good one. And when I saw him on the stage, and I saw what he did, I just thought, “Man, that’s what I ought to be doing. That’s how I can find my way again.” I just knew it like in my chest cavity. And he listened to me and he said, “Okay, I’ll train you.”

And he trained me for two years in the art and science of storytelling, and how to bring the physicality of it, and the struggle, the tough stuff, the scars. And that really was what I locked onto, was taking the struggles and repurposing them into stories that first healed myself, and then I started to use those stories as ways to bridge gaps with bankers, with associates in the tech industry, small businesses, because we’re all wired for struggle. We all go through it. We all struggle.

And when we hear stories of struggle, we listen autobiographically, we locate ourselves in them. And before I knew it, I had done three TED Talks, I had done hundreds of keynotes, I wrote a play about the war to complete my midlife crisis, I learned how to act at age 50 and took the play on tour with Gary Sinise. But at the heart of all of it, Pete, was storytelling, what we’re doing right now.

And it’s just crazy because, at this primal level, we all locate each other in our stories. And if we can just unleash that thing, unleash that muscle and put it into the world, there’s just no ceiling for what you can do. It’s a powerful, powerful tool.

Pete Mockaitis
Whew, I like that a lot. Well, one, I’m so glad you’re here, and thank you.

Scott Mann
Thank you.

Pete Mockaitis
And, two, thank you for sharing that. And, three, as we think about story, it’s amazing how, boy, it’s night and day in terms of like the impact of storytelling when you say, “After I returned from Afghanistan, I struggled with my mental health.” Now, a lot of times when we express ourselves, we kind of leave it at that. But when you actually paint the picture of you are in a closet with a pistol to your head, and your son walks in, it’s night and day.

And both of these descriptions, there is a person struggling with their mental health. But in the latter, in which you’re really sharing what went down, you, a human being in a physical place with objects that we can visualize, it ignites something inside of us, inside of me, and I imagine every listener with a heart, and I think there’s science on this in terms of like mirror neurons or biochemical stuff going on in there. And I think that’s a huge takeaway right there.

And it takes a whole lot more vulnerability as well and courage to share that, not so much, “I struggle with my mental health when I returned from Afghanistan” to painting that picture. And in so doing that, like the connection is like night and day. It’s like ten, a hundred-fold.

Scott Mann
I appreciate you calling that out. And what I want to get across here is this is available to every single one of us. When I was first exposed to this, I thought, “There’s no way.” I watched Bo do this, and I thought, “I could never do that,” and I had the stuff buried deep inside me that I hadn’t even told my wife.

But, Pete, I mean, I’ve lost nine friends to suicide since I got out of the Army, nine friends. And these were, look, these were Delta Force, Navy SEALs, Rangers. These were highly resilient individuals. And then I looked around, that’s what’s happening to mental health in our workplace today, two plus years of COVID, prolonged isolation. Honest to God, I feel like, in so many ways, what we’ve gone through as a society of employees and associates, post-COVID, is like coming home from a two-year deployment.

It’s very similar because people have had these different lived experiences and we don’t know what they are, but there is a, I know this, there is a mental health tsunami in this country right now that we’re dealing with in the workplace, and people are going through it. They’re dealing with stuff. And what I feel like is, “Okay. Well, if my story of how I’ve coped and went through this and struggled and overcame it, and found my way out, if that can allow a young associate somewhere in the country to hear that and locate herself in my story, that’s what I call the generosity of scars.”

It’s when we can repurpose our struggles through stories in the service of other people, and the cool thing is, it is actually why storytelling was invented. It’s what happened. You nailed it when you said the mirror neurons. When we hear a story of struggle, the armor comes down and we listen autobiographically to the person talking. And, all of a sudden now, yeah, you have the context of me in that closet, but there might be some version of you in that closet or someone you knew in that closet.

We start to make sense of, because story is a sense-making tool, we start to make sense of our lived experience, the tough parts, in the safety of somebody else’s narrative. And that’s where the love and the courage and the relatability comes in because, now, you’re holding space so somebody else can make sense of their life in the safety of your story. And, to me, it’s just like, “Man, what a gift to have gone through these things and then be able to repurpose them so that somebody else can make sense of it for their own journey.”

I mean, as far as I’m concerned, that saved my life. It saved my life in so many ways. It gave me my life back, and I love talking to people, like you who get it, who have an audience of people who, I know, will be capable of doing some version of that themselves, and who knows what that can lead to.

Pete Mockaitis
When you say it’s a gift, that really resonates. And I’m thinking that so often, this gift is sort of wrapped up so tight in opaque brown wrapping that we can’t even appreciate it in terms of like, “I struggle with my mental health when I returned from Afghanistan,” or I could just say, “I’m disappointed that I don’t seem to have as much energy, drive, and motivation for my work as I did in 2019.” It’s like, “Okay, that’s something.”

But then you can really share a story in terms of, “I remember when I used to be able to crank through 11 one-hour coaching calls in a day, and say, ‘That was awesome.’ And now, I’m struggling to roll off the couch at 2:30 p.m. after a hefty afternoon nap, just to make it through my inbox,” for example. So, now, it’s sort of like, it’s again, night and day in terms of, “Okay, it’s almost like you’re telling me about the situation versus you’re really telling me here’s the situation.”

Scott Mann
A hundred percent. And, look, the former, to me, is unwatchable. This is what we get all the time. We get this all the time, and we all know it’s false, and frankly, social media, the 24/7 news cycle, this represented reality that we live in most of the time, it’s all performative. It’s all performative. Everyone is giving a performance all the time. And when you’re dealing with that and you’re dealing with a growing level of disconnection in the country and different levels of distrust, you start to isolate.

That starts to have a really profound effect on every aspect of how you do your job, of how you think about your work, how you think about your purpose at your work. And we’re hungry for people, not even leaders, we’re just hungry for people who authentically connect to us. And I get it, some people worry about vulnerability, particularly like in corporate environments, in the military, and the V word gives people a lot of angst because you feel like you’re sticking your jugular out, and I get it.

And what I tell people is, “Okay, cool. Let’s reframe it. Rather than get wrapped up in the vulnerability or the signaling vulnerability, think about relatability. Humans are social creatures. We are actually wired to be social. It’s our superpower, and we connect to the other humans who are relatable to our pain, and that’s what we’re looking for.” And so, if you just focus on asking yourself, when your teenage daughter has been bullied on Instagram, “Am I being relatable to her right now?” You will automatically demonstrate the appropriate level of vulnerability for that moment.

And I found, at least for me, that’s a very, and I teach this to Green Berets and FBI, is it works. It still allows you to bring vulnerability in at just the right level. But as a metric, focus on just being relatable. Just be relatable to somebody’s pain. Be an empathetic witness, as Dr. Benjamin Hardy says. Bear witness to their pain just for the sake of discovery and curiosity, just to see the pictures in their head. No one does that. And if you do that, you’re immediately going to help them drop the body armor, there’s going to be a biological element of reciprocity, and you can start to connect.

We’re actually wired to do it. We just haven’t done it in a long time. And, unfortunately, this transactional world we live in drives us away from it. So, to bring it back to that Nobody’s Coming to Save You, that’s why I wrote the book, it’s just to give as many tactical tools as I can to folks that are having to do this with their teenagers and their spouse and their PTA. We need leaders that connect, and it’s not a foregone conclusion, that instinct is going to get you there.

Pete Mockaitis
And now, when you say, when you respond, just be relatable, could you maybe give us some examples of snippets of dialogue, which would be put in the relatable column and the not relatable column?

Scott Mann
Right on. So, let’s break it down this way. The guy that I studied negotiations under is a guy named Professor Stuart Diamond, and he wrote the book Getting More. One of the things I like that Stuart always said is, “You want to see the pictures in the head of the other party.” Humans operate off the transfer of imagery. It’s just what we do, theory of mind and all that. So, it’s really important to see the pictures in the head of the other party.

A great example of what you’re talking about with the relatability, Chris Voss talks about in Never Split the Difference. When you talk about relatability, I want to see their pain and their goals. I want to be relatable to their pain and relevant to their goals. If I can just get some sense of the pain points that they’re going through, if I can just get some sense of what they’re experiencing internally, of what it is that’s jamming them up, and just ask thoughtful open-ended questions of how or what, that allow me to ascertain what that pain is, and it can be incremental in the beginning.

Like, for example, if my son, Brayden, who’s my youngest, if he’s having a really rough day, I might just start with, “What’s going on, man? How are you feeling? What’s up?” It could just be as simple as that. And, usually, you’re going to get something, you know. And then, a lot of times you could just reflect back, reflective listening, “Really? Really, that’s what she said?” Just be curious. Just show discovery.

And, again, not from a transactional creepy kind of way. I really want to see the pictures in their head, like, “What’s the pain going on here? What’s happening?” And I want to get a clear picture of it, and my end game goal is that I get clear enough on what it is that’s going on with them that I can articulate it back, and they say something like, “That’s right. That’s right.” And when you hear “That’s right,” you’re probably really close to where that person’s ready to listen to what the hell you have to say.

Pete Mockaitis
So, for a teenage bullying situation, so lay it on us, what does relatable sound like there?

Scott Mann
The thing to remember in this is, see what a lot of people try to do when they’re negotiating or influencing is they try to just look at the Questionology aspect of it. In other words, they try to look at the formatting of the questions, and that’s cool, but what I like better is a, “What’s your approach? What is your approach to this situation?” Because, you know, every situation is different with every teenager.

However, there are some universal singulars at play here. For example, if your teenager has been bullied, then it is a foregone conclusion that they are in a sympathetic state. The emotional arousal is somewhere between fear and anger, and there’s pain, and it is a highly aroused state, trance-like state that they’re likely in. They are agitated to a very high degree. If it was a thermometer, they’re high in the red.

And the problem with that is when someone’s in a sympathetic state like that, they can’t hear you. Physiologically, the ears don’t work. Bullets get quiet in a gunfight because you don’t need to hear them. The body moves energy where it needs to move it so that it can handle the situation for survival. It’s an autonomic, physiological response. The sympathetic nervous system clicks in.

Think about if you’ve been in a car wreck or if you get in an argument with somebody, and you’ve heard the term “seeing red” why is that? It’s because you’re elevating your emotional temperature to such a degree you’re preparing to survive. You’re preparing. This is a primal 250,000-year-old response. So, it’s not conducive to reflective listening or cognitive processing and certainly not shared perspective.

So, if I’m a parent, the first thing that I want to remember is what James Claussen says, from Darden University, “Leadership is the management of energy.” Humans are mostly energy. It’s the management of energy, yours and then theirs. So, when I get in front of my kid, “What’s my emotional temperature?” What do most of us do when we see our kids bullied? We mirror. We go in the red, too, right?

And so, I look like I don’t trust myself as I go in, and what I’m trying to say to Brayden, I’m really scared for him, but I just want him to be okay. It comes across as what? I’m telling him how to do it. I’m telling him what he needs to do. It comes across as prescriptive, which immediately agitates him, and he goes up. So, a lot of it is the approach of three diaphragmatic breaths, say, “I have time” three times. Ask yourself these three questions, “Who am I? Why am I here? What do they need from me?”

Just those three steps, three diaphragmatic breaths, belly breaths, three “I have times,” and then “Who am I? Why am I here? What does Brayden need from me?” It will bring you down into a parasympathetic state, calm and connect.

Pete Mockaitis
It’s interesting, the “I have” times.” I’ve heard other things such as “I am safe,” “I am enough,” “I am loved.” If you went for “I have time,” can you expand upon that?

Scott Mann
It’s called temporal pacing. It’s actually something. And a lot of the techniques that I’ve actually learned for high-stakes engagement, I actually learned in acting, because in acting, when you get up in front of people, you go into a sympathetic state. Because we’re status creatures and we’re worried about how we’re being judged, and so we start to speak faster and we start to move up. The same thing when we get up in front of people to give a presentation and a briefing. We have to pace it down. We have to slow it down, which feels unnatural. It’s called temporal pacing.

So, just by verbally saying, “I have time,” I regulate my own emotional temperature. I slow my pacing down, and all of that crap that I just had in the last meeting that is jamming me up, by doing those three “I have times,” I can leave that at the door where they belong and not in the next meeting and projecting it on someone who doesn’t deserve it.

Pete Mockaitis
And I love this, the effect of the rate of speech. And I see this in my own world if I’m listening to an audiobook, sometimes I will crank that bad boy at over 2X speed, and that produces one effect, like “Okay, I’m dialed in. We’re doing this.” And other times, I will crank it all the way down to like 0.7 speed, so slow.

And Audible is amazing at this with their algorithms to not make the pitch get weird. I’m an audio dork in that way, and so it’s just very slow. But, sure enough, that gets me sleepy. It is fantastic when I want to fall asleep, it’s like, “We’ll make that super slow.” And, likewise, “I have time,” slowly to yourself, it would make sense, it follows then, that that would get you in that groove of, “Oh, okay, no need to rush and speed through this, because I have time.”

Scott Mann
It’s the coolest thing. And I’ve had guys take this into Afghanistan, Syria, acting, Broadway shows, interrogations, presentations. Like, it works, and I call it pre-engagement preparation. If you want, I’ve got it on a little video, I’ll flip it over to you, and feel free to share it with whoever. I think we need all the tools we can get, and that one does work.

But taking it back to the bullied teenager, regulating your own emotional temperature is essential, and then getting a sense of the emotional temperature of the teenager across from you, “What is her emotional temperature? Is she in the red?” And the ultimate question I want to ask myself in this moment, and it’s not just for bullied teenagers, it’s for any high emotion situation, “What’s it going to take to get her ready to listen to me? What does she need? What is it going to take to get her to a place where she’s ready to listen to what I have to say, because she’s clearly not. She’s clearly not.”

Nine times out of ten, someone is dealing with something, the last thing they want is another party coming in and chirping in their ear. They’re not ready for it. They’re still in a state. They are in a trance state of fear or anger-based behavior. So, the responsible thing is to show up, “Okay, how can I hold space here and help her bring her emotional temperature down to where she’s ready to listen to what I have to say?”

Now in this case, the most important thing is just, make a human connection first. Don’t try some questioning technique. Don’t try, you know, whatever. Just make a human connection, and your instincts will guide you in that if you’re open to it. Is it just sitting there in silence with them? Is it just putting your arm around them? Is it just letting them know you’re there? And is it just saying, “Are you okay? How can I help?”

But if we can ask these open-ended questions of how and what, even if they’re irate and angry, Pete, what will happen is their emotional temperature, they’re expending energy, right, so the emotional temperature from the sympathetic state will start to drop, and that’s why questions are so important instead of statements. How and what questions allow them to respond in narrative, which is the natural way to respond, and their emotional temperature will start to drop from sympathetic state of fight, flight, or freeze to parasympathetic state of calm and connect.

And then, at some point, and again, what am I looking for? I’m just trying to ascertain pictures in their head, pain and goals, pain and goals, what’s going on. And the more that I can get clarity on that with pure discovery and curiosity, and that’s it, at some point, when I articulate back to them, and they say, “That’s right,” “Would it be okay if I shared something with you?” like, then you’re probably ready to engage, really engage, and maybe offer something. Nine times out of ten, that’s what people need. They don’t need you to sit there and spew at them. They need two-thirds of every engagement, if it matters, is questions.

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

Scott Mann
He’s sitting right outside the room here listening to my podcast because that’s what he does. My dad, my hero, a 42-year firefighter in the Forest Service on his third bout with cancer, a stroke, my biggest fan, and I’m his biggest fan, “Leave tracks. Leave tracks.” That’s what my dad says that all of us should be doing in this world. And it is this notion that we’re all here to do something bigger than ourselves, that we’re all meaning-seeking, meaning-assigning creatures, looking for that impact, and our legacy is the most important thing that we can do.

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

Scott Mann
I would say mine has been in the generosity of scars. It’s been in noticing how storytelling works with deep grief and trauma and loss, and how it’s allowed people to come out of the darkness and really find new meaning in their life by repurposing these stories in the service of others. I think it’s not the silver bullet to mental health, but it is definitely a hugely helpful tool that we’re not tapping into and we need to.

Pete Mockaitis
All right. And a favorite book?

Scott Mann
Let’s see, favorite book would be this one right here, Steven Pressfield, The War of Art. He’s a good buddy of mine, and I’m a big fan of Steve and his outlook on resistance and overcoming self-sabotage for something greater than yourself.

Pete Mockaitis
And a favorite tool?

Scott Mann
I would say my PEP, pre-engagement preparation is my favorite tool. Yeah, what we just talked about, “I have time” and those three things.

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

Scott Mann
I do a thing called the Tribal 12 every morning where I wake up and I work on my instrument as a storyteller. And it’s a series of 12 rituals that I do that involve everything from diaphragmatic breathing, to voice and articulation drills, to physical movements and character gestures, that no matter what I face that day, my instrument for communication is ready to go.

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

Scott Mann
“Meet people where they are, not where you want them to be.”

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

Scott Mann
ScottMann.com. It’s all right there.

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

Scott Mann
See if you can get somebody to say “That’s right” in the next 48 hours that’s going through something.

Pete Mockaitis
All right. Scott, this has been a treat. I wish you much good trust conversations.

Scott Mann
Thanks, Pete. Appreciate you, man.

960: Surfacing Hidden Wisdom for Huge Breakthroughs: A Masterclass in Asking with Jeff Wetzler

By | Podcasts | No Comments

 

Jeff Wetzler shows you how to uncover startling wisdom from the people around you through better asking.

You’ll Learn:

  1. The mysteries of the unspoken–and how to tackle them
  2. The five-step ask approach
  3. The trick to posing quality questions

About Jeff

Jeff Wetzler is co-CEO of Transcend, a nationally recognized innovation organization, and an expert in learning and human potential with more than 25 years’ experience. Wetzler combines unique leadership experiences in business and education, as a management consultant to the world’s top corporations, a learning facilitator for leaders around the world, and as Chief Learning Officer at Teach For America. Jeff earned a doctorate in adult learning and leadership from Columbia University and a bachelor’s in psychology from Brown University. Based in New York, he is a member of the Aspen Global Leadership Network and is an Edmund Hillary Fellow. 

Resources Mentioned

Thank You, Sponsors!

Jeff Wetzler Interview Transcript

Pete Mockaitis
Jeff, welcome.

Jeff Wetzler
Great to be with you, Pete.

Pete Mockaitis
Well, I’d love it if you could open us up with a riveting tale of someone who saw some cool breakthroughs when they upped their asking game.

Jeff Wetzler
Well, I can start with my own self, if that’s good enough, and I think this can be super simple. I’ll share a story with you early in my career when I was just learning some of these methods, where one of the questions that I was encouraged to ask was simply the question to somebody, “What’s your reaction to what I just said?”

And it’s a funny question because so often, I think we can assume that if the other person has a reaction, they’re going to tell us what that reaction is, but that’s often not the case. Often, if someone disagrees or doesn’t land well, they’re not going to tell us, unless they actually believe we want to know. So, I was a new manager. I had a direct report. I had just finished giving him a bunch of input and guidance and direction, and I thought to myself, “You know what? Maybe I should just try this question.”

So, I said, “What’s your reaction to what I just said?” And he said to me, “To be honest, it’s completely deflating. I’m so demotivated by what you just said.” I was floored. I had no idea. I thought I had just helped him out, given him direction, sent him on his way, and little did I know that it had totally landed the wrong way with him. And had I not asked that question, I never would have known.

We were then able to unpack it and realize the problem was I was operating with different information than he was about what our client needed, which was what was leading me to make some of the suggestions that I did. We were then able to talk it all out, get on the same page, and truly we were in a good place. But had I not done that, he would have been a lot less happy, a lot less successful, and we wouldn’t have done as well.

Pete Mockaitis
That’s right. And it’s amazing how much stuff is going on and we just have no idea about.

Jeff Wetzler
And that is basically the premise of the book. That’s the whole premise, is that we are surrounded by people who have all kinds of ideas, thoughts, feelings, perspectives, feedback for us in their heads, and far too often, we don’t get access to it because they don’t tell us. But it is a solvable problem, and that’s what the book is trying to do.

Pete Mockaitis
Well, Jeff, let’s start right there in terms of they’ve got this good stuff, they’re not freely volunteering it. Why has it got to be my responsibility to dig it out of them? Shouldn’t they just speak up and say what’s up?

Jeff Wetzler
Well, what I would say is, it is what it is, and so if they’re telling you, if they are speaking up and volunteering it, cool. But if they’re not, then what are you going to do about it? And so, this is a book that’s trying to empower people to say, “If it’s not coming to you, or if you’re not sure it’s coming to you, you’re not the victim of that. You don’t have to be at the effect of someone else’s choices about what to share or not share. You can do something about it. You can invite it out of them. Not just for your own benefit, but for the benefit of both of you.”

Because when you give somebody the chance to tell you something that they’re thinking and feeling and not saying, that’s a gift to them too. You’re enabling them to be more self-expressed. You’re communicating to them that you value them, and you want to hear what they have to say, and usually it brings you closer.

Pete Mockaitis
Well, Jeff, I’d love it if you could share, if those are skeptical, like, “You know what, I think people around me, they pretty much speak up and tell me what’s on their mind”? Can you disabuse us of that notion? Any startling statistics or studies or stuff?

Jeff Wetzler
I’m happy to share that, yes. I mean, even in doing the research for this book, I came across fascinating research that, in organizations, just to take one study for example, over 85% of people, and this was across many different industries, admitted to remaining silent with their bosses about something that was seriously concerning to them. And three-quarters of those people said that their colleagues were also aware of it, and were not talking about it as well. And so, that’s in the direction of upwards to a boss.

But I’ll just give you another example. There was a fascinating study that was done at Harvard Business School by Nicole Abi-Esber and her colleagues, and they were pretending to go around and do a survey of people, but what they did instead is they put a very, like, blatant smudge on their face. In some cases, it was lipstick, some cases it was chocolate, some cases it was a marker smear, and they just counted up the percentage of the time that people said, “Hey, you got a smudge on your face. You could just wipe that off.” And can you guess what percentage of the time people did or didn’t tell the researchers?

Pete Mockaitis
You know, I’ve lived this experience, Jeff, so I’m guessing it’s pretty tiny. Lay it on us.

Jeff Wetzler
Well, 97% of people said nothing. Absolutely nothing. And yet later, 100% of the people said, “Yeah, I noticed that. It looked a little weird.” But 97% of the people said nothing. And I think to myself, if that’s just a smudge on the face that could be wiped off with one little pat, imagine what they’re not saying about the hole in your business plan, or your strategy, or the way that you’re impacting them, or how you’re demotivating them, things that are much higher stakes. So, it’s really all around us.

I’ll just give you one other study, which I thought was fascinating, which is that between 60% and 80% of people, depending on their background and demographics, have admitted that they actually don’t tell their own doctor something important about their health, because they either don’t want to waste the doctor’s time or be judged by the doctor.

And so, think about that. If this is information about our own health that could literally make us well, life or death, and we are not telling our own doctor because we don’t want to waste their time or be judged, imagine all the things that are so much less personally significant that people are not saying. So, those are a couple examples that help me appreciate how widespread this phenomenon that I call the unspoken is.

Pete Mockaitis
I love that. Thank you. And so, that notion right there, “I don’t want to waste their time, and I don’t want to be judged,” so two drivers. Because I was just going to ask, with the smudge or these scenarios, sort of why? What’s behind that? With the smudge, I’m thinking, “Well, I would like to think I’m in the 3%.” But if I wasn’t, if I didn’t speak up, I imagine it’d be because, it’s almost like, if you’re pretty sure, someone’s pregnant, I’m not going to risk it. Like, “Oh, boy, when is a little bundle of joy due?”

It’s like, “I’m not pregnant, I’m just overweight. Thank you for pointing that out.” Versus like a smudge on their face, it’s like, “Oh yeah, you got a little smudge.” Like, “Actually, that’s a birthmark. Thank you very much. It probably made me look weird.” I guess I fear being judged or some sort of negative reprisal.

Jeff Wetzler
That was the top reason, they did not want to embarrass the other person, because they were then asked, “Well, why didn’t you say something?” And they said, “Oh, I didn’t want to embarrass the other person.” And that is, in the research for this book, I identified what are the top barriers that keep people around us from telling us what they really think, feel, and know. The number one barrier is that they’re worried about the impact.

That can be the impact on us, they don’t want to embarrass us. The impact on them, they don’t want to look stupid, they don’t want to embarrass themselves, or the impact on our relationship. They don’t want to create tension in the relationship. So, that is one of the biggest barriers. But there are other barriers as well. Another barrier is they just don’t know how to say it. They don’t have the words to say it, or, mathematically, it doesn’t work.

And what I mean by that is, I discovered a neuroscience study that human brain thinks at about 900 words per minute, but the mouth can only get out about 125 words per minute. That means that less than 15% of what someone’s actually thinking, they’re telling you, if only because the math doesn’t work to get more out of it as well. So, there doesn’t even have to be any motivation to spare you embarrassment or whatever, they just can’t get it all out.

Pete Mockaitis
That’s right.

Jeff Wetzler
I was going to say, to me, one of the most significant reasons people don’t tell us things is they just don’t know we care. They’re not sure we’re interested. They don’t know that we actually value what they have to say, and so why bother?

Pete Mockaitis
Yeah, they don’t know we care. That’s well said. And so then, I’m curious, before we dig into the best practices for the asker, as we, holders of wisdom, that we are keeping silent to ourselves, any mindset shifts or reframes you might suggest for us so we pipe up more often to the benefit of others?

Jeff Wetzler
So, we don’t actually need to force the other person to do the work of asking us? Is that what you’re saying? From my perspective, I would offer, share it. The number of times that I have coached somebody on my team and they’ve said, “I’m really thinking this person needs to get better at X, Y, Z.” And I say to them, “Well, have you told that person?” And they say, “Do you think I should?” And I say, “Yeah, I really think you should.”

It is very common for me, when I coach people in my organization, they will say, “I’ve got this issue with so-and-so,” or, “I’ve got this idea for how so-and-so could do something differently.” And I’ll say to them, “Have you told that person?” And they’d say, “No, I haven’t. Do you think I should?” And I’d say, “Yeah, I think they would really value it.”

And so, a huge percentage of the time, the things that we’re withholding, we overestimate the degree to which that the other person might be fragile, or might not want to hear it, or might not be interested. So, my blanket advice is, consider if you were in the other person’s shoes, would you want them to tell you that if they were thinking that? And quite often you would want them to be thinking about that.

Now the advice has to be nuanced because there are power dynamics, there are dynamics based on other forms of difference, and sometimes the things that we’re thinking we’re right not to say because it’s going to make it worse. And so, the only other advice I would say is, if you think that actually saying the thing to the other person might actually be toxic or make it worse, talk to a friend first. Try it out. Get a little bit of context. Get a little bit of advice from a thought partner.

Pete Mockaitis
That’s good. All right. Well, before we delve into the depths of asking well, can you share what are the general maybe categories of wisdom or goodies that we’re bound to discover if we get in the practice of asking more often?

Jeff Wetzler
Yes, there are four. The first one is the challenges and struggles that someone else is facing. They are very unlikely to tell us that unless they think we really care and can help them. But imagine if you were a parent and your kid was really struggling with something and not telling you, or if you were a friend and your friend really that you cared about wasn’t doing this, or if you’re a manager.

When I was a leader, my first operating role where I was managing several hundred people in an organization, one of the teams that was under me was going through some major challenges, almost to the point where something like pretty visible and massive and high stakes up was about to blow up. And I had thought I was talking with them and coaching and asking questions all along, but they were just not telling me. And the issue was that they were dealing with challenges and they were coming up against things they didn’t know how to handle. They didn’t feel safe telling me, and so I didn’t find out. So, that’s one thing, we can understand what are the challenges and struggles that someone’s facing.

A second thing is, what do they really think about a topic or an issue or question? Maybe they really disagree with this plan that we’ve got. Maybe they think that there’s a better way forward. Maybe they’ve got some differing opinion. And often we will discover that they haven’t told us, but if we ask in the right ways, we can find out not only what they really think but I think, more importantly, where that comes from, what are the underlying reasons and values and perspectives and life experiences that got them to that view. So, that’s number two.

The third one is their observations and feedback for us. And so, literally, just two days ago, I was having lunch with a colleague, thought we had a great conversation, and I just said at the end of the lunch before we left, I said, “By the way, do you have any observations or feedback for me in my own work with this team, and my own leadership of the team?”

And she said to me, “Well, now that you asked, there is this one person on this team who’s really struggling with you for X, Y, Z reasons. I don’t think it’s your fault, but you need to know you’re having this impact on that person.” Had I not asked that question, I would have walked away from that lunch without any of that insight. Now I can go do something about it.”

And then the fourth thing is their best ideas, their most wild, crazy ideas that could be the thing that is actually the breakthrough for your team, for your relationship, for the innovation that you want to have, but that they often hold back because they might think it’s too crazy to say. So, those are four things that I think, personally, are like a treasure trove of insights and wisdom that’s all around us, waiting to be tapped into if we know how to do it.

Pete Mockaitis
I love that so much. And as you’re sharing this, what comes to mind is when I ask someone, maybe it’s about a product or service feature, quality thing, and I say, “Oh, so is it good at doing this?” And they say, “Well, we haven’t heard any complaints.” That never really sat very well with me. It’s like, “I don’t think you’re telling me much.” And as we have this conversation, like, “Yeah, that means almost nothing.”

Jeff Wetzler
That’s right. Because if people have complaints, and they don’t think you’re interested, they’re not going to be telling you.

Pete Mockaitis
Absolutely. And I’m thinking about some podcasts I’ve listened to that are just like brutally packed with ads, and then I look at their reviews, it’s like, “Yeah, surely there’s going to be a lot of people saying these ads are insane,” and then no one has spoken up. And it’s funny, it’s, like, how odd, and yet I’m not speaking up. I’m not taking the time. It’s like, “Dear, podcaster, allow me to pen this email to you.”

Jeff Wetzler
Exactly.

Pete Mockaitis
“Or raise this review,” and I’m just sort of moving on and doing something else.

Jeff Wetzler
It’s also why if you are leading a team, or in any kind of relationship really, and someone does take the risk to tell you those things, that’s a huge gift because it doesn’t often happen, and that’s something to appreciate and reward, too.

Pete Mockaitis
Absolutely. All right. Well, tell us, if we want to surface more of this wisdom, insight, goodness, you’ve got a five-step ask approach, how do we do that?

Jeff Wetzler
The ask approach is a science research-backed, practice-tested set of methods that when we put them together give us the greatest possible chance of really tapping into the wisdom and insights all around us. So, I’ll just run you through each of the five steps real quickly, and stop me if you want me to go deeper.

But number one is what I call choose curiosity, and this is the root of all asking. If we’re not genuinely curious, whatever questions we put out there are going to come across as inauthentic. But if we are curious, it really sends a message to the other person that creates a desire and motivation for them to share.

And I look at curiosity, not so much as a trait that someone has or doesn’t have, or a state of mind that we’re in, but as a choice that we can make, a decision that is always available to us to be asking ourselves one question when we’re interacting with someone. And that question is simply, “What can I learn from this person?”

If we put that question at the center of our minds, we’re far more likely to enter in a curious space. And I’m talking not about the kind of curiosity that’s like, “I’m curious about the history of Russia,” or “I’m curious about how trees grow.” It’s what I call connective curiosity. It’s curiosity about the thoughts and feelings and experiences of somebody else, and it’s the kind of curiosity that connects us to them. So, that’s number one, choose curiosity.

Pete Mockaitis
Okay. And I’m curious, if we’re not feeling that, but we’d like to, how can we get to conjure more of that up?

Jeff Wetzler
So, in this chapter of the book, I talk about a couple things. One is to become aware of how it is that we construct our view of any situation, which I call our story about the situation, in a way that’s so certain. And the way it typically works is that we will walk into any situation, and there’s, of course, thousands of things that we could pay attention to, what this person said or didn’t say, or what they’re wearing, or the temperature of the room, or any number of things, and we can only select just but a tiny slice of that, otherwise we would go crazy.

The problem is we do this in microseconds and we forget all the things that we’re not selecting, and we just think the thing that we’re selecting is the is the thing, is the totality of the reality, and then we zip up, what in the book, I talk about as our ladder of understanding, all the way to reaching a conclusion, which basically, quite often, reinforces the assumptions that we brought in the situation with in the first place that caused to select what we did, and so, we get stuck in this thing called a certainty loop.

And so, if we want to break out of that, what we need to do is inject some question marks into the story that we’re telling. The first question mark we can inject is, “What information was I paying attention to? And what information might I have been overlooking?” All of a sudden, it’s like, “Huh. Oh, you know what, maybe there was more to it that I wasn’t zeroing in on. Maybe something else was going on. Maybe the other person was up against something that I didn’t realize. Maybe I was contributing in some kind of way.”

And then the next question we can ask ourselves is, “What might be a different story that somebody else could tell, about this information, than I would tell?” Now, sometimes we need to, in fact, enlist other people, find a friend, and say, “Hey, this is how I looked at it. How would you look at this situation?” because curiosity is a team sport. It’s much easier when we can get other people to help provoke that kind of curiosity.

So, we can start to find how we construct that story, and then once we understand how our mind works, we can begin to put question marks in different parts of that story.

Pete Mockaitis
Oh, yes, I think that’s beautiful, because if we just know that we know, and of course, that’s how it is, and we’re certain, then there’s not much at stake within that curiosity, there’s not much motivation or need for it. And yet, I think it’s also fair to say that, boy, we humans are astoundingly overconfident in so many domains, it’s just I’m flabbergasted by it in terms of human nature, that’s one of the most intriguing. I’m sure I’m the same way. I’m not above it.

But when I hear people say things with such conviction and certainty about the future, I was like, “Wow, have you ever been wrong before? Tried to plan that didn’t work? Experienced the emotion of surprise? Well, then I’m surprised that you are so vastly certain that this future will play out precisely as you have said.”

Jeff Wetzler
Exactly. Exactly. And in the chapter, I also talk about things that zap all of our curiosity. I call them curiosity killers, one of which is being emotionally triggered. And so, I know for myself, when I get upset, when I get threatened, when I get stressed out, when I get pissed off at somebody, my curiosity just dies.

And so, I offer some strategies to say, “How might we flip that?” And instead of having our curiosity killed, could we use our emotions as cues to say, “This is the moment when I most need to be curious, when I’m actually feeling furious”? Just like the same way we would put a rubber band on the door to say, “Oh, yeah, this is going to remind me to do the dishes. I’m noticing that I’m feeling really righteous right now, really certain right now. All right, there’s something I’m not seeing. I got to get curious right now.”

Pete Mockaitis
Okay. And so, what’s our next step?

Jeff Wetzler
So, the next step is called make it safe. And this is a recognition that even if I am dying to know what you really think and know, if I’m super curious, if you don’t feel safe to tell me your truth, especially if it’s a hard truth, it doesn’t matter how curious I am. This is building off of the research by Professor Amy Edmondson on psychological safety, and it is really about lowering the barriers that other people feel.

And this is particularly important, by the way, if we’re operating across lines of difference, especially power differences. CEOs are notorious for being insulated from the truth, but that’s really the case for any leader where there’s any hierarchical situation. But other kinds of identity differences as well: race, class, gender, ability, etc. those can all contribute to a less safe situation. And so, making it safe involves a few things. One is choosing how and when we connect, creating connection with the other person.

And so, for the book, I actually interviewed some iconic CEOs and asked them, “How did you get away from being insulated from the truth? How did you get people to actually be honest with you?” And one of the patterns that emerged is they were very intentional about where and when and how they engage with people.

So, Bill George from Medtronic said, “I would never invite someone to my office and make them sit across the big CEO desk from me, and assume they’re going to feel safe to tell me their truth. If I really want to know the truth, we’re going to take a walk. I’m going to sit on the couch. We’re going to sit across from each other on a couch, or I’m going to go to their turf. I’m going to go on a ride along with them on a sales call, etc.” And so, they were really intentional.

And I think the same is true in our own lives. If I want to learn from my teenage daughter what’s really going on for her in school, and I say to her, when she gets home from school, “How was your day? What happened? What did you learn?” I get absolutely nothing. But if I follow her lead about where we should be connecting, we’re going to do it at 11:00 p.m. when she’s done with her homework, done talking with her friends, decompressed from the day, and it all comes out, and she doesn’t want to stop talking. And so, part of that is like the where and how of connecting.

Another part of it is if we want someone to open up with us, we’ve got to open up first, and that opening up could be, “I’m opening up about what I don’ t know and why I’m asking the question so you don’t have to guess at my agenda,” or, “I’m opening up about something that might feel vulnerable to me as well, so that I can show you that we can both do that.”

And then another part is what I call radiating resilience. And this is so important because it’s demonstrating to the other person, “I can handle your truth. If you tell me something, I’m not going to crumble. I’m not so fragile. And also, I’m not going to punish you or hold you responsible for my own reactions.”

Pete Mockaitis
And how does one radiate resilience?

Jeff Wetzler
It could be as simple as saying to somebody something like, “Hey, listen, if I were in your shoes, I might feel really frustrated at this moment, given what happened. What’s going on for you? Is that what you’re feeling?” That’s one way to do it. So, you’re basically normalizing it. And so, if they can then say, “Yeah, I am feeling kind of frustrated,” I’m showing them that that’s not going to bother me if they say that.

I had an investor in my current organization, Transcend, say to me, “Look, I’ve made the investment. I just want you to know, my expectation is that things are not going to go the way that you pitched them to me when I made the investment, because no one can predict the future. If you could predict the future, you’d be rich right now, and you’d be betting on horses and winning the lottery. And so, I’m actually interested in how are things going that are different than what you pitched and expected. And if you tell me everything’s on track, I’m going to be suspicious.” And all of a sudden, she said to me, she can handle any bad news that I might throw her away.

Pete Mockaitis
That’s nice. That’s nice. Or, imagine if people are telling stories of, “I heard this surprising, unpleasant feedback, and it was so usefully transformational for me.”

Jeff Wetzler
Totally, yes.

Pete Mockaitis
It’s like, “Oh, I appreciate this thing.”

Jeff Wetzler
And leaders can do that publicly, too, and they can invite that hard feedback publicly, and they can just acknowledge or reflect on it publicly, too.

Pete Mockaitis
All right. And I guess, also, there’s some body language signals in terms of if there’s scowling or nodding or shaking your head. It’s like, “Oh, it looks like you really hate hearing this. Maybe I’ll stop talking now.”

Jeff Wetzler
Yes. One of the people I interviewed for the book was a clinical psychologist who said that one of the top things that stop adolescents from telling their parents the truth is if their parents flip out and have strong reactions. And so, you shouldn’t necessarily be stone-faced, but monitor your reactions, because whether on the positive or the negative side, if you get really overreactive, it makes the other person feel like then they have to take care of you as opposed to continue to express what they have to say. And the same is true in business settings as well.

Pete Mockaitis
All right. And let’s hear the next step, pose quality questions.

Jeff Wetzler
So, the next step is really, what are the questions that we’re posing? And I distinguish between quality questions and crummy questions, because there’s a lot of questions out there that we ask that are not quality questions. They could be questions that I call sneaky questions, where you’re actually trying to get the other person to the answer that you want to get them to and manipulate them. They could be, like, attack questions like, “What the hell were you thinking?” So, there’s a whole bunch of questions that are not quality questions.

The definition of a quality question is simply a question that helps us learn something important from somebody else. And just the same way that a surgeon has all kinds of very precise scalpels and other tools to get at what they’re trying to get at, questions are the same exact way. We can use different kinds of questions depending on what we’re trying to learn from someone.

So, like what I shared at the very beginning of this conversation, when I said to that coworker of mine, “What are your reactions to what I had to say?” That’s a particular question strategy that I call requesting reactions that we can use to understand what we had to say land with someone and what we’d be missing. But there’s other categories of quality questions, for example, one that I call “invite ideas,” which is simply to say, “Hey, I got a dilemma. How might you think about this? What ideas do you have for how we could do something differently?” That’s another category of quality questions.

And then I would say another category is, this is one actually that I think is so underutilized but so powerful. I call it clear up confusion, which is just simply to say, “Hey, when you talk about expanding into new markets, what do you mean when you say expanding into new markets? When you talk about, ‘We got to get better at X,’ what does X mean to you?”

Because so often we’re using the same words but meaning different things and just pausing and saying, “Hey, what do we each mean by this?” can unlock so much insight.

Pete Mockaitis
Well, thank you, those are great questions. Could you also demo some of the crummy questions that are asked all too often?

Jeff Wetzler
Well, so one category of crummy questions is clumsy questions. And clumsy questions could be, for example, when someone says, “I think we ought to go in this direction, right?” I’m just adding “right.” It’s kind of like, well, it makes it very hard for someone to say “wrong,” or, “Am I right?” or that kind of thing.

Or, sometimes it’s clumsy just to layer three or four questions on top of one another, and then the other person is like, “Well, which one am I supposed to be responding to?” Or if they say yes, you don’t know which one they’re actually responding to. So, sometimes questions can be well-intentioned but just super clumsy as well.

And then there’s questions that are more like leading-the-witness kinds of questions, questions that a lawyer might put on, say, to somebody on a stand, where they’re trying to get them to admit, like, “Don’t you think you could’ve done it a little differently better this way?” Or, even like, “Have you considered seeing a therapist about that?” Where it’s like, “We got an opinion behind that question.” Those are all categories of kind of crummy questions.

Pete Mockaitis
Yeah. Boy, saying “right” after a statement is, ooh, that’s a tricky one. I don’t even know if I’m supposed to say anything at all. That’s how it feels on the receiving end.

Jeff Wetzler
Totally. Totally.

Pete Mockaitis
Like, “Is this just your vocal pause instead of ‘um,’ ‘like,’ ‘you know,’ you’re saying ‘right’”? One time I heard someone say, this is kind of insensitive, but I thought it kind of rang true to me. It’s like when someone says, makes a big statement, followed by “right,” what they’re really saying is, “Can I move on now, or do I have to slow down for you dummies?” “Okay, yeah, that’s how it feels.”

Jeff Wetzler
It can have all kinds of impacts like that. And I think the sad thing is that sometimes it’s also coming from a good place where they’re actually trying to check, “Does that resonate? Do you agree with me? Are we on the same page? Am I making any sense?” But it’s clumsy by just saying right, because it has all those unintended impacts.

Pete Mockaitis
All right. Well, next up, step four, listen and learn.

Jeff Wetzler
So, once we ask the question, it all comes down to how well we listen to what people actually have to say to us, and most of us think that we are far better listeners than we actually are. And there’s a difference between trying to listen and actually hearing what someone’s saying or what they’re not saying.

For the book, I interviewed professional listeners, including world-class journalists. I remember one journalist, Jenny Anderson, saying to me that whenever she can, she will audio record her interviews with the people that she’s reporting on. And then when it’s over, she’ll go back and listen to it two, three, four times. And every time she listens to it, she’s astounded that she hadn’t heard that important thing in the previous time, or in the time that she was live.

And I think to myself, if a professional journalist doesn’t hear it the first time or the second time or even the third time, imagine how the rest of us mere mortals, who are not recording most of our conversations, how much we’re missing as well. And so, listening to learn, part of it is expanding the channels that we’re listening through. Many of us, myself included, tend to focus in on one channel of information, which is the content that someone’s saying, the facts, the data, the claims that they’re making.

But there’s two other really important channels to be listening through. The second one is the emotion. So, what are the feelings that someone is displaying or expressing in the conversation? And the third is action. What actions are they taking in the conversation? Are they repeating themselves? Are they constantly pushing back? Are they just going along with what we have to say? Those are all different examples of actions.

And so, just the same way that we can appreciate in so much greater richness a piece of music by being able to listen for the percussion and the vocals and the harmony and some other instrument, we can train our ears to also listen for content and for emotion and action, and then put them together and ask ourselves, “Are they consonant? Is there tension between those different things?” and really take in a much richer range of information.

One way to do that, and one thing I write about in the book to keep in mind for listening, is that often the first answer that someone gives to our question is not the most important thing they have to say about that question. Psychologists, clinical psychologists, have a term for this that they call the doorknob moment, where they’ve just been through a whole session with somebody of therapy, they’re at minute 49 out of 50, the person is about to get up, starts to put their hand on the doorknob to leave, and that’s when they actually say, “I’m thinking about leaving my wife,” or, “The government is investigating me,” or whatever.

And that would have been the most important thing to talk about during the whole session, but it only comes out at the last minute. And I think the same is true in many of our conversations. People can be thinking to themselves, working up the courage, “Do I have the courage to actually say this?” or, “How are they going to react?” or, even just trying to put the words together. And yet, if we ask a question, someone gives the answer, we think we know what they really think and we move on in the conversation, or we just react to it, quite often we are not actually getting it.

And so, an important way to overcome that when listening to someone, one thing is just to wait because more might come out. But a second is to just say, “Say more about that. Is there more? Anything else you have to say?” Sometimes in my own work conversations, if I’m brainstorming with someone, or asking them for thoughts or ideas, I’ll say, “Cool. Thank you. And what else?” And sometimes I’ll say, “I’m just going to keep saying to you ‘what else’ until you tell me that’s it, because each time I say what else you come up with an even better idea.”

And then, of course, you have to respect it when you’re done. But those are a couple of ways to really listen for what’s at the essence of what someone has to say.

Pete Mockaitis
All right. Great. And step five, reflect and reconnect?

Jeff Wetzler
Step five is my favorite because I am a nerd and junkie about learning. And step five is all about “How do we take everything we just heard and squeeze the learning out of it, convert conversation into actual insight?” And I talk about a method that I call sift and turn. So, the first part is sifting it, asking ourselves, “Of all the things I just heard, or maybe wrote down in my notes, what’s valuable? And what can I let go of?” because it’s not all equally valuable.

And so, sifting it is, first, just kind of getting down to “What are the nuggets?” And sometimes it’s helpful to sift it with the help of other people because we may bring our own biases or assumptions about what we filter in and filter out. So, we can ask other people who are in the conversation, “What did you think was most important there?” Or, we can show our notes to some friends, etc.

But then once we’ve sifted it and we know what the goal is, then it’s about turning it. And turning it, I talk about three reflective turns. The first reflective turn is to say, “From what I heard, how did that affect or challenge or confirm the story I have about this person and about the situation?” So, I call it story-level reflection. And then we can say, “Now, based on that, what steps can I take in this situation? Maybe I need to course-correct. Maybe I need to apologize. Maybe I need to double down on my direction,” whatever it may be, but really thinking through what are the steps.

And the third turn I call stuff-level reflection, and this is to say, “Is there some insight I had here, or something they said that might help me get new perspective on my own deeper assumptions or values or ways of being, something that’s deeper in the stuff that I have?” And so, we can walk through these three turns, and I think a lot of people think about reflection as some esoteric thing. But this is a very kind of simple and concrete and practical way to take a conversation and really get the most out of it.

But we can’t stop with just the reflection. It’s important to reconnect to the other person. That’s why I call it reflect and reconnect. And the reconnecting is simply to go back to someone, and say, “Here’s what I learned from our conversation, and here’s what I’m going to do about it.” Because oftentimes, people are thinking, “I don’t want to waste my time. Did I waste my time? Are they going to actually do anything with that? Did I waste my breath?”

When we go back and we say, “Here’s what I got from what you said, and here’s what I’m going to do about it,” we not only let someone know we value them, they didn’t waste their time. We also give them the chance to modify what we took away because maybe we took away the wrong lesson. But I think we vastly increase the chances that, in the future, they’re going to want to share more because they know it’s a good use of their time.

Pete Mockaitis
Lovely. Thank you. And I’m curious, if folks are jazzed, they’re going down this route of asking, asking away, and they find, “Huh, I’m not getting much when I ask,” in terms of it’s like, “Fine. Nothing much. Sounds good,” what do you recommend we do? I guess you’ve already pinpointed any number of the potential barriers or gaps that could be explaining things, but if we’re the asker and we find we’re not getting much on the other side, how would you recommend we approach diagnosing and addressing that?

Jeff Wetzler
I would go back to the make-it-safe step first, and I’d be asking myself, “To what extent does the person truly feel safe to share?” And I’d be asking, “Have I really created a connection of trust with that person? And are we doing this at a time and place where they really feel safe?” But then the second thing I talked about was opening up.

Part of opening up can be even being honest and saying, “I would have guessed that there might be more that you had to say on this. You might have more thoughts on this. And I’m wondering, is there anything more that you have to say about this? I’m also wondering, is there anything about how we’re having this conversation or what that I’m doing that might be making it harder for you to share if you do have it as well, and naming that and inquiring?”

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

Jeff Wetzler
I think I would just summarize by saying, this problem of the unspoken is pervasive, it’s painful, but it is not inevitable. We can truly do something about it.

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

Jeff Wetzler
Yes, one of my favorite quotes comes from…do you know Bill Nye the Science Guy?

Pete Mockaitis
Yeah.

Jeff Wetzler
So, Bill Nye says, “Everybody you will ever meet knows something you don’t.” And to me, that really sums up a lot of what this book is about, which is that I want to understand what is that thing that somebody else knows that I don’t. And it’s a reminder to myself, there is something I can learn from everybody.

Pete Mockaitis
All right. And a favorite book?

Jeff Wetzler
There is a mentor of mine named Diana Smith, who just actually, two days ago, released a book called Remaking the Space Between Us. And it talks about a lot of the application of many of the similar ideas to what’s in this book, but applying it to our democracy and our society. And it talks about how we have grown distant from one another, and how we’re complicit in that, and how we can reconnect with one another, Remaking the Space Between Us.

Pete Mockaitis
Okay. And a favorite tool?

Jeff Wetzler
I, actually, about nine months ago, started using, this may sound a little dorky, but I started using a to-do list program called Things. I don’t know if you’ve heard of it or not. But when writing and launching a book, it is amazing how many moving pieces there are, and how many work streams there are, and this tool called Things, literally, helps me get my head around every bit of it, but then I can also only have things show up that I need to do on the day I need to think about it, and the rest of it can be in the background. I don’t even have to think about it. And that has, I think, been a lifesaver for me.

Pete Mockaitis
All right. And a favorite habit?

Jeff Wetzler
One of my favorite habits, you saw my dog make a cameo appearance earlier in this podcast, I spend probably three to five minutes every morning when I get up, my dog is usually up before I am, and she just jumps all over me, and I lie down on the couch and I just let her sort of like stand on top of me as if she is, like, one dominated our relationship, and I just get to pet her and play with her, and it’s a kind of a center of attention for our whole family. And so, I guess that counts as a habit and I enjoy it every morning.

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

Jeff Wetzler
Well, this is one that I learned from Kim Scott, who wrote Radical Candor, but I have found that it resonates and people often repeat it back, which is, “When you’re furious, get curious.” That’s the time when we most need to get curious, and I think the rhyming just helps it stick a little bit more.

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

Jeff Wetzler
www.AskApproach.com is the website. I’m also on LinkedIn, Jeff Wetzler. There’s an Ask Diagnostic on the website, or you can get to it at Assessment.AskApproach.com, and that really helps you understand how well do you learn from people around you, and which parts of the Ask Approach are you strong at, and which ones do you need to get better at. And then we’re on Instagram at Ask Approach.

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

Jeff Wetzler
My call to action would be to approach every single person with the question in your mind, “What can I learn from this person?”

Pete Mockaitis
All right. Thank you. Jeff, this was fun. I wish you much access to hidden wisdom.

Jeff Wetzler
Thank you. I wish the same for you and for all your listeners.

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

By | Podcasts | No Comments

 

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

You’ll Learn:

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

About Mark

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

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

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

Resources Mentioned

Thank you, Sponsors!

Mark Balasa Interview Transcript

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

Mark Balasa
Thank you.

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

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

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

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

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

Mark Balasa
Right.

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

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

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

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

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

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

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

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

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

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

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

Mark Balasa
Yes.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pete Mockaitis
Oh, no.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pete Mockaitis
All right. And a favorite book?

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

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

Mark Balasa
Very nice.

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

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

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

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

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

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

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

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

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

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

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

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

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

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