Tag

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

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.

807: How to Develop Confidence, Credibility, and Advocates with Heather Hansen

By | Podcasts | No Comments

 

 

Heather Hansen shares powerful advice on how to build the confidence to believe in yourself and get others to believe in you.

You’ll Learn:

  1. The simple mindset shift that builds your confidence
  2. Why you’re already more qualified than you think
  3. The master key to winning over more advocates 

About Heather

Heather Hansen helps leaders, sales teams and high powered individuals master persuasion and build credibility with diverse stakeholders. She gives leaders the tools to make the case for their ideas, their products, and their leadership. With these tools, they change other’s perspectives and help them to believe. Heather has worked with companies like Google, LVMH, SavATree, the American Medical Association and Berkshire Hathaway Home Services, and has lectured at Harvard Business School, Stanford Law School, Berkeley and the University of Pennsylvania. She’s also appeared on The Today Show, CNN, NBC, MSNBC, Fox Business and CBS.  

Heather is the author of the bestselling book The Elegant Warrior-How to Win Life’s Trials Without Losing Yourself, which Publishers Weekly calls “a template to achieving personal and career goals”, and the host of The Elegant Warrior podcast, an Apple Top 100 Career podcast. Her most recent book is Advocate To Win-10 Tools to Ask for What You Want and Get It. 

Resources Mentioned

Thank you, sponsors!

Heather Hansen Interview Transcript

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

Heather Hansen
Pete, it’s always nice to talk to you.

Pete Mockaitis
Well, I’m excited to chat as well, particularly about some of your new insights with credibility that you’re teaching, but, first, we need to hear a little bit about your childhood speedreading backstory. What’s the scoop here?

Heather Hansen
I didn’t know that I was a fast reader when I was a kid. I just read how I read but they started taking me out of class all the time and bringing me to this room where I would sit by myself and it would be dark, and, on the wall, they would put up words and sentences faster and faster and faster until I told them that I couldn’t keep up with what they were putting up on the wall.

And it turned out that I was a really fast reader, and then they would give me tests on whether or not I was actually comprehending what I was reading, and I was for the most part. So, I’ve used that skill, which I didn’t realize that I had, throughout law school. It allowed me to get through the legal briefs a whole lot faster. And now I love to read and I’m really fortunate that I can read a lot of books in a year.

Pete Mockaitis
That’s good. I’m just imagining this scene like from X-Files with the two-way mirror and people with lab coats, and saying things like, “My God, she’s off the charts.” Was it like that?

Heather Hansen
I don’t know what they were doing in the other room but I know they would give me a box of SnowCaps candy when I was done, so I was a happy camper.

Pete Mockaitis
Okay. Well, excellent. You are rewarded. So, do we know what kind of speed we’re talking here in terms of like words per minute rate?

Heather Hansen
I really don’t remember. I just remember that they were quite impressed with the speed at which I read. And I know that now I average about 200 books a year.

Pete Mockaitis
Oh, that’s awesome. Wow.

Heather Hansen
Yeah, it’s great. It’s great.

Pete Mockaitis
So, I’m just going to play it out a little bit. So, if you have, like, I don’t know, a 300-page business book, how much time do you spend in knocking that out?

Heather Hansen
See, it really depends because, like I just finished a book that I loved. It was called Golden. Let me think what the subtitle is.

Pete Mockaitis
Oh, about silence?

Heather Hansen
It’s “The Power of Silence in a World of Noise” is the subtitle, and I loved that book but I was also underlining it and making a lot of notes in the caption. So, that book probably took me a weekend, and that I was about…I want to say it’s like 400 pages, but lots of footnotes. And then I would go to the footnotes, and sometimes I would look up what was in the footnotes, and I really loved that book. Plus, I had the authors on my podcast.

Pete Mockaitis
Yeah, we did, too.

Heather Hansen
And so, it was like a little bit of homework. I read a lot of fiction. I read fiction at night on my Kindle, and those I can go through pretty quickly. Sometimes I finish a book a night, depending on the book and depending on how good it is. Again, some of the books you can just rip through. Others are a little bit more time consuming.

Pete Mockaitis
Well, this isn’t even our main topic, but I’m just so fascinated. We talked about speedreading twice before with guests on the matter. It seems like this is just something you did naturally as opposed to a skill or a thing that you learned. But I’m curious, do you actually, I guess they call it subvocalize, read the words inside a voice in your head or not?

Heather Hansen
I think I do. I only know how I read. I never tried to learn this. I know that some speed-readers skim, like they have a certain method of doing it. I think I read the words inside my head but I don’t really know any other way. Even back then, no one ever said, “How do you read?” They were just sort of interested in the pace at which I read, and they didn’t, I think, believe that I was really reading, and that’s why they started testing me in the first place because that comprehension piece was a big deal to them.

Pete Mockaitis
Well, fascinating. Well, that just sets the stage for listeners, that Heather is a super genius.

Heather Hansen
No, no.

Pete Mockaitis
And everything that you’re about to say is golden.

Heather Hansen
Not even close. Not even close. And I’ll tell you something else, so I’ve written two books and I bemoan the fact that I can’t write as well as some of the authors that I like to read. And so, we all have our strengths. Mine is reading, and, hopefully, I hope that one of my strengths is taking what I’ve read and interpreting it for audiences that don’t want to read it, or don’t feel up to reading it, in a way that they can understand. That’s one of the things that I would love to be able to say I do well.

Pete Mockaitis
Okay. Well, let’s hear about some of your interpretation summaries and insights when it comes to the topic of credibility. You’ve been doing a lot of work and research on this lately. What’s the scoop in terms of what you’re up to?

Heather Hansen
So, as we discussed in the past, my thing is I teach people how to advocate for their ideas, their businesses, themselves, whether it’s for raises, promotions, new jobs, and to, ultimately, turn the people around them into their advocates. And I do that using what I call the three Cs of an advocate but one of those Cs is credibility.

And I have found time and time again, the other two are curiosity and compassion, but if you don’t have credibility, Pete, you can’t win. I was a trial attorney for many years, in the courtroom, if the jury didn’t believe me, I could be prepared, I could be curious, I could be compassionate, I could be nice, they might like me, but if they didn’t believe me, I couldn’t win.

And for every one of your listeners, your “jury,” and I’m putting that in quotes, those people that you need to influence and persuade to get what you want, if they don’t believe you, you can’t win. So, credibility is paramount. It comes before trust. It comes before compassion. It comes before empathy. And I think that it’s something that people don’t focus on enough, and they don’t know that there are skills to help you build it.

Pete Mockaitis
Okay. Well, let’s dig into some of those skills and how it’s built. And maybe just to get our curiosity salivating, could you share a particularly surprising, counterintuitive, fascinating discovery or nugget you’ve come about in your work and research here?

Heather Hansen
Yeah, I think that the most important thing to recognize is that you can’t prove something until you believe it. So, for example, if one of your listeners is going for a job, they have to believe that they are the best person for this job, that they have the skills and the energy and the enthusiasm and the talent and the experience to do that job before they’re going to make the perspective employer believe. And if you want more resources, if you want a raise, if you want to be on a certain team, the same is true.

In the courtroom, people have often asked me, I defended doctors when their patients sued them, and people would often ask me, “Well, what do you do if you knew the doctor made a mistake?” And the answer to that is, “I would find something I could argue and believe in.” I wouldn’t say the doctor hadn’t made a mistake because the jury would be able to tell that I didn’t believe that.

And so, for your listeners, they need to believe first, and that means that you have to advocate to yourself, decide what it is what you want to believe, and then collect the evidence so that you believe first, and then you can have the energy of that belief and bring that to the people outside of you that need to believe you and that you need to build that credibility with.

Pete Mockaitis
And it really does resonate in terms of I’m just thinking about, in my own entrepreneurial journey, selling stuff in terms of I think there are times, like, “I don’t know if I’d pay that many thousand dollars for me as a keynote speaker. I’m not so sure.” And so, thankfully, the agency did the selling so I didn’t have to be in that tricky position.

But then later, when I had really developed a training program, like, “Oh, my gosh, we’re getting some results here. You’ve got to buy this if you want your team to be effective with the money you’re spending on their salaries. You just got to.”

Heather Hansen
You just absolutely spoke to it, right? When we can’t advocate for ourselves well, we try to outsource it, and that works sometimes. But most of the time, it comes down to us at some point. And so, you saw the difference between when you were sort of maybe lacking with a little bit of belief in that credibility with yourself and when you were full in. And it’s a different energy and the results are different.

Pete Mockaitis
Certainly. And it just feels good even being able to walk away, if necessary, in terms of, it’s like, “Well, hey, they didn’t have the budget and that’s okay. Hoping they can find someone else who fits with their budget,” I gave them some names, and I’m not thinking, “Oh,” I’m not second-guessing myself, like, “Oh, maybe I should’ve…I don’t know.”

Heather Hansen
Yes, absolutely. You’re not worried that the next thing isn’t going to come along because you believe, and that belief takes a little bit of work. We can talk about the way that I coach and teach people to build that belief but it’s not like you’re just going to wake up one day and believe. It takes collecting evidence, which is what you did. You just described it perfectly.

You did some training sessions. You saw that those training sessions worked. You collected evidence. The evidence fed you energy. So, one of the formulas that I use is credibility equals E-squared, and it’s energy times evidence. You collect evidence like you did. That evidence makes you feel that energy of confidence and competence and ability. And then the energy feeds the evidence; the evidence feeds the energy.

So, it’s great when, like you, you have some pretty obvious evidence. Some of your listeners may be thinking, “Well, I don’t have any evidence. What do I do then?” And we can talk about that.

Pete Mockaitis
Well, yes, I’m intrigued. So, credibility equals E-squared, which is energy times evidence, and in a way they’re like feeding each other, it sounds like. You get some evidence and then you get more energy, you’re like, “Oh, yeah.” And with that energy, you might go ahead and discover some more evidence.

Heather Hansen
Yeah, you create more evidence with that energy, and you also look at things differently. So, I work with a lot of women who are returning to the workforce or switching jobs, but oftentimes returning to the workforce after having been home with kids. And so, they’ll sometimes say to me, “Well, I don’t have any evidence that I’m qualified for this job, or that my entrepreneurial journey is going to go well.”

And so, we look for evidence everywhere. So, for example, if you’re a stay-at-home mom and you manage the books for the house, well, then you’re good at managing money and you’re good with numbers, and you can manage books. If you have dealt with children, you’re probably really good at handling conflict. You’re probably really good at managing schedules. You’re probably really empathetic. And so, there’s all kinds of ways to take.

Another example is I was a waitress all through college and law school. The amount of transferrable skills that I could collect as evidence from waitressing, like I’m good with people, I keep things organized, I can think on my feet, I can be fast when I have to, I can manage difficult personalities in the kitchen. All of those things are evidence that I can do the thing that I want to do today. And it’s just looking at the things that you’ve done and playing with it a little bit to allow it to be the evidence you need to feed the energy and then collect more evidence.

Pete Mockaitis
And I’m intrigued here, Heather, I think sometimes, when it comes to evidence, sometimes it’s a matter of the evidence is there, you just don’t see it, and you haven’t taken the time to think about it and look at it, reflect, collect, put it in one place, and go, “Oh, wow, I’ve got loads of experience and evidence.” And other times, I think you might go down that path and realize, “Oh, shoot, it really is in there.” How do we make a prudent distinction and not get sort of sucked into the mental traps as we’re playing this game?

Heather Hansen
I think that you want to find something. In my first book The Elegant Warrior I have a chapter called “Don’t fake it till you make it. Show it till you grow it.” So, there’s always something, there’s always some evidence. It might even be a scintilla of evidence but it allows you to build upon it. So, you’re right, you might have absolutely no experience as an entrepreneur. I didn’t.

In my work as a trial attorney, the cases were assigned to me. They just came in, I didn’t have to do a lot of beating the pavement, or cold-calling, or anything like that. So, when I started my business, I really didn’t have a lot of evidence that I would be a good entrepreneur but I had evidence that I knew how to talk to people, and that I was good at listening. And I knew that those skills were important skills for entrepreneurship, in large part because I read a lot of books about being an entrepreneur.

So, I was able to work with the facts to make them into evidence, which is what we do in the courtroom all the time. Sometimes you’re given really crappy cases, and you have to do what you can with what you have to make some sort of argument to the jury. So, with my clients, Pete, I will often say to my clients, “Pretend you’re the attorney arguing for the fact that you do have something that will make you good for this job. It might not be everything you need,” because we don’t want people out there, pretending they’re ready for things they’re not ready for.

But we do want them to believe in themselves enough to keep going, and that’s where this looking around and really, I tell them to play with the evidence. Look at it from all directions. And one of the main things that I teach people to do is, “How else can I see this? What is another perspective that I can see this thing?” And if you play with things enough, there’s often something there that will allow you to begin, set the foundation for building that mountain of evidence.

Pete Mockaitis
And it’s interesting, as I am conceptualizing this, I’m thinking of almost two different skills. And one is credibility, advocacy, persuasion, and the other is prudent decision-making. Because there are times when we ought not to convince ourselves to jump into something, and there are times that we ought to but we don’t because we’re scared.

And I think I’ve heard it before, it’s like, “Oh, I should really probably get an advanced degree before I do that.” And I’m thinking, “You really don’t need that at all. That is just one clever masquerade of fear and delay that you just don’t need to deal with.” And other times, it’s like, “You know, that is probably the prudent step that needs to precede your masterplan.” And so, Heather, how do we navigate that smoothly without deceiving ourselves?

Heather Hansen
Yeah, and I think that we really need to know what are the true qualifications. And it’s a little bit different for men and women. I’m sure that one of your guests has shared that, I think it was H. Packard. There was a study that showed that when there are certain qualifications for a job, if men only had a small amount of the qualifications, they would still apply, but women thought they needed all of the qualifications in order to apply.

And so, different people lean in different directions. Some people are going to apply for things when they have absolutely no evidence. Other people won’t apply even though they have all of the evidence. We want to be realistic about it. You want to sort of step back. And this is where you need to really weigh what the actual qualifications are. You want to talk to people who have done something similar to see how set in stones those qualifications are. You want to do your research.

You just don’t jump into anything, especially in the courtroom. You want to make sure you know everything that could possibly happen. One of the things that I teach my clients is, “You want to know all of the ways in which you could lose to make you more likely to win.” So, we want to be aware of the ways that we might not meet the mark just yet, that we might have more work to do, that we might have more things to make us as qualified as we need to be. And that’s part of the weighing of the evidence as well.

Pete Mockaitis
Okay. You’ve also got a concept called belief triangles. Can you speak about this and the other super cool tools?

Heather Hansen
Yeah. So, the belief triangle, we’ve talked about one part of it, and that’s the believing in yourself or believing in you. So, if you are talking about applying for a job, the employer has to believe in you that you have the skills and the experience and the education and the training to do the thing. That’s one of the sides of the triangle.

The other side is they have to believe you, and that means that when you make a promise, you will keep it; when you set an expectation, you will meet it. And when you can’t, and there’s times when we all can’t because the thing is outside of our control, that is your opportunity to have a huge multiplication in credibility because that is your opportunity to own it, to own that you couldn’t keep your promise, to own that you couldn’t meet your expectation.

There’s research that shows that leaders who say “I don’t know” to their teams learn more from their teams, and, ultimately, have more successful teams. So, that side of the triangle is making promises, keeping them, setting expectations and meeting them. But when you can’t, owning it and being willing to do that. It’s a mix of vulnerability and authenticity, and it’s extremely powerful.

And then the third side of the triangle is the side that people often forget. And that’s that people want to believe that you can help them. So, someone might say, “Well, this person is very qualified for this position, and I trust them when they set an expectation, I think that they’ll meet it, when they make a promise, I think they’ll keep it, but I just don’t think they get me and what I need, and how I need this job to be done.”

And that is probably the most important piece because people don’t really care if they can believe you and if they can believe in you if you’re not able to help them. So, that piece is really important and part that most people skip.

Pete Mockaitis
So, as I understand it, we have credibility in the sense that they believe in you, like, “Okay, you know what you’re doing,” and they believe that you’re truthful, you’re going to do what you say you’re going to do, and yet that’s still insufficient because they don’t believe you understand them. Can you give us some examples of that?

Heather Hansen
Or you have their best interest in mind. So, if we’re talking about, in DEI this happens often. Someone might believe that their employer is truthful. They might believe their employer runs a great company. But they might not believe that their employer sees them for who they are, and is going to support them and give them opportunities and help them, which is that he’ll believe you can help them.

so if I apply for a job, and I come in and I have a great resume, and I seem truthful, I’ll own that I don’t have this particular degree but I do have this thing, which is a transferrable skill, but the employer doesn’t feel as though I really understand their business and that I can bring my skills to their particular business, they don’t believe that I can help them.

It’s so important and it really comes down to one of the other Cs, which is compassion. I describe compassion as seeing things from another’s perspective, and then putting that into action. When you’re talking about believing that you can help them, you want to see things from the other person’s perspective, what they actually need out of the relationship, and to make sure that you speak to that to build that part of your credibility.

Pete Mockaitis
Okay. Well, can you give us some examples of scenarios in which this plays out and what that looks, sounds, feels like in practice?

Heather Hansen
Yeah, so one example is I do a lot of work with healthcare practices, and sometimes people will go to doctors, and these doctors have great CVs and tons of experience performing this operation, so there’s belief in you. Great. And the doctor says, “You know, I think I can help you but there’s a 10% risk of this, and there’s a 2% risk of this,” and the patient believes that.

But they, ultimately, don’t believe that the doctor is kind or empathetic, or understands exactly why they want to have this surgery. Now this particular patient, say, just wants to get back to playing with their grandkids, and all the doctor wants to talk about is, “Oh, you’ll be able to ski.” That patient doesn’t feel like this doctor can help them, and so, therefore, there’s a disconnect there.

Another example is I work with a lot of women who are high up in various technology companies. And if they are talking to their employees, and their employees have all of the abilities and all of the experience to serve them on their team, and they make a promise, they say, “I’m going to be able to do this,” and they do it by this date but they don’t seem to really understand what the leader wants and where the leader wants to go in the big picture.

And there’s someone who, no matter how much the leader says, “I’m an early morning person, and I need to have this meeting in the morning,” they continuously try to push for doing things in the afternoon. They don’t see things through their boss’ perspective. There’s a loss of credibility there. So, that last piece really takes seeing things through the other person’s perspective so that you can speak to that perspective as you build that credibility.

Pete Mockaitis
Yeah, that’s really powerful. And I guess what I’m thinking about right now is carpet.

Heather Hansen
Okay.

Pete Mockaitis
When our first child became a toddler, we thought, “Well, we just need sort a bigger zone in which he can crawl around and fall down, and it’s okay.” So, we went to get some carpet, and as I was chatting, my wife, she’s big in the health and safety things. So, I kept talking about how, I was like, “Oh, we want something that’s really thick and cushy, and this kid can just knock himself over and we don’t even have to worry about it.”

Heather Hansen
Like a wobble meeple.

Pete Mockaitis
“And good and nontoxic.” And so, he kept interpreting my statement of nontoxic as environmentally friendly, and those are kind of different and there’s often a strong overlap. And so, I almost had to over-correct, I was like, “I don’t care if you plunder and harm Mother Earth heinously so long as my child isn’t harmed.” I do care about the environment, listeners, but I kind of had to over-correct in order for it to be… feel like I was being heard, and I felt a little silly because it’s not what I believe in my heart of hearts.

Heather Hansen
It’s a great example. That’s a great example, Pete, because if that salesperson had said to you, “I have a child,” or, “I have a niece and nephew, and I know exactly what it is that you’re talking about. I see the world from your perspective. You’re less concerned about the damage to the environment and more concerned about the damage to your child.”

“And I have been there, I understand it, and here’s the perfect carpet for you.” Now, they will have built that last piece of credibility.

Pete Mockaitis
Yes. And it’s interesting when you call it credibility. It feels right in terms of these three levers. Well, Heather, let’s hear your official definition of credibility, shall we?

Heather Hansen
So, I am a huge freak about words, go back to the reading, and so I always look at “What is the root of the word? Where did the word actually come from?” So, a lot of people in business like to talk about trust, and the root of the word trust is strong. And I think trust is fabulous and it creates strength in a relationship, and trust should be strong, but strength takes time.

Credibility, on the other hand, the root of that word is to believe. And so, I believe that credibility is building belief. And that belief makes the difference, and it’s not only what it allows you to advocate successfully, but, really importantly, it’s what allows you to turn the people around you into advocates for you.

Pete Mockaitis
Yes, that’s excellent, and it really gets you thinking in terms of it takes a lot of hard work to develop strong competence and expertise into you’d be responsive and own your commitments and follow through greatly. And, yet, it doesn’t take that much work to convey that you’re listening, you hear people, you relate to them, and, yet, it really is often missing.

Heather Hansen
It’s missing more. It is the thing that is missing most often. So, I’ll give you another example that’s probably the best example that I just skipped over. I have the curse of knowledge on this. In the courtroom. I want the jury to believe in me, to know that I am competent, that I am going to give them the proper evidence, and the proper way, and the judge don’t yell at me, and there’s not a lot of objections and all that stuff.

So, I want them to believe in me and I want them to believe me. I will purposely make promises in my opening that I know I can keep during the course of the trial so that they can say, “I can believe her,” but believe that I can help the jury. That means, Pete, I don’t dilly-dally with my witnesses. I know they want to get home. I know, for example, sometimes I’m in the middle of a cross, and it’s lunchtime, and the judge says, “Counsel, do you want to finish?” and I look over at the jury, and they’re squirming, and I say, “No, your honor, I’d like to take my lunch break.”

I am trying to help them. And, most importantly, I also try to help them with the way that I communicate with language. So, my case, as I mentioned, were medical cases, and because I was on the defense side, I always went second. So, if the patient’s attorney got up and started talking about osteomyelitis, I would see the jury’s eyes glaze over, and I knew that he or she was losing the jury. I would talk about bone infection because I wanted them to believe that I could help them to understand the case, that I saw the case from their perspective, not mine.

Osteomyelitis is a bone infection, but they’re thinking, “I don’t understand what a word he’s saying. I shouldn’t be here. I don’t know anything about this stuff.” But when I say bone infection, all of a sudden, they’re like, “I can trust this lady, and she makes me believe in myself that I can actually handle this case.” And so, that’s that believe I can help them get through this case, and actually do what they have sworn to do as jurors.

Pete Mockaitis
Yeah, that’s really good. And it’s so funny, because as I imagine a courtroom, I haven’t spent a lot of time in them, thankfully, myself.

Heather Hansen
Yeah, you’re lucky.

Pete Mockaitis
Not that that’s not awesome for lawyers. But if you’re not a lawyer, you don’t want to be in a courtroom very often.

Heather Hansen
No, absolutely.

Pete Mockaitis
And so, it’s intriguing because you’re not at liberty to bribe the jurors, that’s pretty basic. And, yet, you, providing consideration for what word will they appreciate hearing, what is their food timing they would like, like these little opportunities you have to, in a way, become a hero to them, and they’re just going to like you, and that goes a long way.

Heather Hansen
It goes such a long way. And the thing is, it is the key to advocating because I am advocating to the jury on behalf of my clients. And because the jurors have that connection with me, ideally, when they go back into the jury deliberation room, if there are some people who aren’t so much down with what I’ve been arguing, they’re advocating for me. They’re saying, “Remember how Heather showed us this piece of evidence? And remember she said this about this?” That is what turns people around you into your advocates.

When you’re able to see the world from their perspective, and they believe that you can help them, they’re much more likely, your clients, your customers, your friends, your family, they will go out and advocate for you if you’re able to get this piece right.

Pete Mockaitis
Well, now, you got me. I have the most random associations for you, Heather.

Heather Hansen
I love it.

Pete Mockaitis
Well, right now, there’s a scandal rocking the chess world, which just sucked me in, because it occurred at the Saint Louis Chess Club, it’s like, “My buddy Brent…” shoutout to Brent, he’s a listener, “…he showed me that facility. I’ve been in there,” in which this guy Hans Niemann was allegedly accused of cheating, although they don’t have any hard evidence, and it’s hard to even imagine how that’s done in a live chess match which everybody has wanded down.

But a group of four women just showed up, this is were the Hans girls, “And we support him.” And I just wonder, “There’s a whole another story there. Like, who are these girls? Why did they show up? How did he enthrall them? And does being awesome at chess now mean that you have…?”

Heather Hansen
You’re going to have groupies.

Pete Mockaitis
Yes.

Heather Hansen
Yeah, it’s interesting. And it’s sort of, in my keynotes, sometimes I talk about this, when I customize it, depending on the audience, because there’s a difference between raving fans and advocates, and it’s a small difference but it’s an important one. Because it sounds like they’re raving fans, or fans, right? But do they have the tools to actually advocate for Hans?

And I know a little bit about that story. I know Elon Musk has chimed in. I sort of have been keeping an eye on that as well. But I think that it’s important because you want to not only turn the people around you into your advocates, but you want to give them the tools to advocate for you effectively. So, if those women, for example, had evidence that they were presenting as they were standing outside the chess center, and talking to the reporters, and saying, “Here’s a piece of evidence that proves he couldn’t do those things,” then they would be advocates. But if they’re simply cheering him on, they’re raving fans.

And if you own a business, you probably have some raving fans, but are they going out and encouraging people to use your services, to buy your products, to hire you? And there’s a difference there, and it’s an important difference for those of you that are in business, or even for those of you who have jobs and you want a mentor or someone to advocate for you.

You’ve got to give them the tools to do that well. You’ve got to give them the evidence. You’ve got to say, “Look at this thing I’ve done. Look at this raving review I got from one of our customers or clients. Look at the ROI that I received in this work that I did for the company.” So, there’s a minor difference there. And I’m not sure whether Hans’ girls are making that difference but I think it’s worth being aware of.

Pete Mockaitis
Yes. And I think I find that story so fascinating because, for me, not that I passionately follow professional chess, but I played a lot of chess when I was younger, and I saw the Magnus Carlsen documentary, which was fantastic. I just kind of like the guy, it’s like, “Oh, that guy seems normal, and kind of like me, and dedicated to excellence.” And I just sort of liked him. And then it was interesting how I found myself so torn and wanted to do all this research on the matter because, to credibility, I was pondering, “Well, which one do I believe and why?”

And I was having sort of trouble teasing out the factors because I was really torn because I thought, “Well, statistically speaking, given their ratings difference, there’s a 7% chance the underdog would win just normally.” But it doesn’t seem like the Magnus that I’ve come to know from the documentary to just make accusations in an unfounded way, that’s pretty unprofessional, so it was so weird. I’m just sucked into it, like it’s a reality hit TV drama. And I don’t know if you have any commentary, Heather, on who’s being believed here and why.

Heather Hansen
I think that it’s interesting. Even the way that you just phrased it, Pete, it really shows a lot of things about credibility. Oftentimes, we start with what we want to believe, and then we collect evidence to support that thing. And so, if you, having watched that documentary, if you’re a huge fan, then it sounds like you’re a little bit more likely to believe him, and maybe looking at Hans with a little bit less belief, a little bit more suspicion than you would be if you were like me, completely new to the world of chess and just read about it in Morning Brew.

And so, we often do have things that we want to believe, or that we’re used to believing, and that we have a habit of believing. And because of that, we just keep collecting evidence to support that thing. And so, part of this, and you can make it into a game, but to look at, “How could I look at this differently? And where is there evidence to support that other thing?”

Listen, ultimately, Pete, I say this to people all the time and people don’t always like it but it’s true. In my cases, every single person who testifies gets up into the witness stand, swears to tell the truth, and then tells completely different stories, and it’s up to the jury to decide what is true. And that makes truth a little bit interesting because every single one of them believes, or at least do think they believe, they swore to tell the truth, believes that they’re telling the truth. And the jury decides what is true.

Well, you get to decide what is true for you, and you can do that by weighing the evidence that you collect. But you want to be sure that you’re aware that you have biases as you collect that evidence, and try to, if not be aware of them, even go beyond that and counter them a little bit.

Pete Mockaitis
Yeah, that’s very well said. And I think, for me, it was that there was a pretty good case to be made on both sides, thus, creating a real mystery. And then, in so doing, with the reality TV stuff joke, it’s like there is a tension and a curiosity that can suck you in. And that’s why there are so many shows about courtroom proceedings.

Heather Hansen
Yeah, because it’s all a matter of perspective, and how you see things makes a huge difference. Wayne Dyer had that quote, “Change the way you look at things, the things you look at change.” But it’s really quite true. You might remember, I think it was in 2015, the white and gold dress. Was that a white and gold dress or was it a black and blues dress? Do you remember that meme on the internet? It was huge.

And people would fight about that to the death, “It’s black and blue.” “No, it’s white and gold.” And it really just depended on your perspective. Scientists, afterwards, did some research on why actually people saw it differently, and it had a lot to do with shadows and what kind of assumptions your brain and your eyes make based on your experience.

So, so many of our beliefs are based on our experience, and when we’re aware of that, we can start to think, “Is this something that I want to believe in? And if it’s not, how can I collect some evidence to counter it?”

Pete Mockaitis
All right, Heather, good stuff. Anything else you want to make sure to mention before we hear about some of your favorite things?

Heather Hansen
No, I think, listen, it’s something I could talk about forever. But, every day, you are building credibility in one way or another. And so, to be aware that you’re doing it and that you can do it effectively will make you better at it.

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

Heather Hansen
Yes. So, I was thinking about my favorite quote and I had to go with the one that’s sitting here on my desk. It is attributed to Viktor Frankl, though I don’t know that it’s clear that it’s from him. And the quote is, “Between stimulus and response, there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.” I am big on this idea of choice, Pete, and so I love that quote because I think we get to always choose our response to things.

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

Heather Hansen
Yeah, my favorite study right now is out of Yale. It’s relatively recent, I’d say within the past two years. And it’s a study that shows that you can tell more about a person’s emotion from their tone of voice than their facial expressions and their body language combined. I love it for a number of reasons. I’m a little bit obsessed with tone of voice, in general. But I love it because it encourages people to do more listening. And listening is what helps you to become a stronger advocate.

Pete Mockaitis
Okay. And a favorite book?

Heather Hansen
I think Golden, the one that I mentioned before, that is “The Power of Silence in a World of Noise,” that really had a huge impact on me. I am really focused on listening to silence and making space for quiet in my day as a result of that book.

Pete Mockaitis
All right. And a favorite tool?

Heather Hansen
I like Insight Timer. I meditate. That’s one of the ways that I’m able to sort of create that space and able to respond rather than react. So, Insight Timer is a great app for that. And the other one that I like that a lot of people don’t know about is it’s called Marco Polo, and it’s a way to correspond with people. It’s like video text messaging, and I like it for a bunch of reasons. I use it with some of my coaching clients. We’re able to sort of go back and forth during the day and see each other’s faces and hear each other’s tone of voice as we talk about things. And I also like it because it’s a great way to talk to my parents and the people I love, and save those conversations forever.

Pete Mockaitis
And a favorite habit?

Heather Hansen
For me, it’s getting up early. I know there’s a lot of people who are not morning people. For me, the first hour that I’m awake, when I meditate and I do my morning reading, and I enjoy my coffee before I work out and walk my dog, that hour is invaluable. And that habit started in law school, I would get up even earlier. I used to get up at 4:00 o’clock in law school because I knew that it was the time that I had before clients would start to need me. And now, it’s just my favorite thing about the day, and it’s one that I would not want to break.

Pete Mockaitis
And is there a key nugget you share that really connects and resonates with folks; they quote it back to you often?

Heather Hansen
Yeah, I think that the idea that you can turn the people around you into your advocates if you’re only willing to see things from their perspective and then speak to that perspective is really exciting for people because, first of all, it makes them recognize that they can be their own best advocate. And, second of all, they recognize that they don’t have to do it alone, and they can actually get people on board to be advocating for them when they’re not even in the room.

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

Heather Hansen
So, Heather Hansen Presents is the website. Hansen is spelt with an E-N. And there you’ve got links to all of my talks, to the consulting that I do, to the coaching that I do, my books, and to my podcast.

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

Heather Hansen
Yeah, I think I would challenge you today to start advocating for yourself, your ideas, your services, the people around you. Start to see how you do at asking for what you want in a way that makes people actually give it to you, and see how well you do with that. Because some people think that they’re good at it, and they’re not as good as they think they are. Others just don’t even try. So, no matter which of those groups you fall into, you will learn a little bit something if you try to do that today.

Pete Mockaitis
All right. Heather, thank you. This has been a treat. I wish you much credibility everywhere you need it.

Heather Hansen
Thank you so much, Pete. Have a great night.

792: How to Handle Negotiations and Difficult Conversations Like an Expert Hostage Negotiator with Scott Tillema

By | Podcasts | No Comments

 

 

Scott Tillema shares powerful wisdom on handling emotional and tense conversations with ease and finesse.

You’ll Learn:

  1. Two powerful skills to help you connect with anyone 
  2. A handy strategy to get people to listen in closely
  3. What people want to hear during emotional conversations 

About Scott

Scott Tillema is a top communication keynote speaker, FBI trained hostage negotiator, and senior associate with The Negotiations Collective.  

He is a nationally recognized leader in the field of crisis and hostage negotiations, training thousands of negotiators across the country. Scott has developed a model for hostage negotiation, which is now being adapted by those in the private sector for use in sales, marketing, communication, and leadership.

Resources Mentioned

Thank you, sponsors!

  • Apple Card. Get up to 3% cash back with Apple Card

Scott Tillema Interview Transcript

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

Scott Tillema
Hi, Pete. Thanks for having me today.

Pete Mockaitis
Oh, my pleasure. I’m so excited to hear some of your negotiation wisdom. But I think, first, we have to hear a thrilling tale of crisis and/or hostage negotiation. Bring it home for us, Scott. No pressure.

Scott Tillema
Yeah, there’s all kinds of thrilling tales. And I think all of us are engaged in difficult conversations. And although not many of us will rise to the level of doing a hostage or crisis negotiations, we’re all having difficult conversations where we want influence. And one of the ones that sticks out in my mind, I was having a conversation with a man, who is holding a gun to his head, and saying that he wanted to kill himself.

And in these moments, you realize how critical this dialogue is going to be, and the words that you say and how you say them really, really are impactful. And I learned a big lesson in this conversation with him because I was trying to persuade him, I was trying to be influential in getting him to do what I wanted him to do, and that is put the gun down so we could have a very safe resolution to this incident.

And, unfortunately, after many hours of conversation, this man chose to pull the trigger, and that was probably one of the most impactful moments in my negotiations career where I really had to reflect upon the outcome of that incident, and say, “What could I have done better so during my conversation with him, he would’ve put that gun down and reached a safe outcome?”

And moments like this really drive me to be excellent at what I do and to be a great negotiator. So, that’s the moment that sticks out, to say, I can do better, I need to do better. And the challenge to everybody I work with and everybody I teach and train, to say, “If this is the level of consequence in my conversations, what’s the hesitation for you? Why not go out and be a great leader and be a courageous person in sales and marketing, and do these things and take these chances, and find the influence and be great at what you do?” because the outcome probably is not going to be as consequential as something like that.

Pete Mockaitis
Yeah, or certainly it’s highly unlikely most of our conversations will be as immediately consequential as in a person dies. Although, I think it’s quite possible that the conversations that we have, and the extent at which we are effectively engaged in them, can, over years or generations, reshape history for thousands, and not necessarily for like super CEOs but just like our children, our children’s children, or our colleagues and those they, in turn, touch. It might be a lower amount of change for one person, but with the ripples and multiplications, it may be quite substantial.

Scott Tillema
Very substantial. And I don’t want to diminish the work that people do in any field because you’re in a leadership role, you need to be having difficult conversations with the people that you work with and the people that you coach and develop. Because if they don’t succeed at their job, they’re going to be without a job.

And think about how impactful that is to that person, and the people that they support and their family. So, we know that the power of influence in conversations is really a life-impacting piece here that all of us, who work in the field of influence, and that’s many of us, I think that everybody out there wants to be more influential.

Pete Mockaitis
And when you reflected on that encounter, and you said, “What could I have done differently?” I’m intrigued, did you have a lot of training and experience? What did you conclude and that you could’ve done differently?

Scott Tillema
That’s a great question. And in 2007, I was trained by the FBI, and one of the cornerstones of FBI crisis negotiation training is active listening, being a great listener, and they teach the eight skills of active listening, and this is foundational. Most people in negotiations know or should know these eight skills, and this isn’t classified stuff. There are books written out there about this. This is stuff that anybody can learn.

But what I kind of took away from this is we have to be a little bit more broad in communication than just being great listeners because the reality is what we see is what we believe, and sometimes we have this side bias that we believe what we see and we can disregard the conversation if we see something to the contrary.

So, in my trainings, we do exercises that show that we believe what we see. So, as communication has evolved, we’re getting away from just this telephone conversation. And now, in 2022, moving forward, it’s very commonplace for us to engage in Zoom conversations or Skype or any type of conversations where we can see each other and experience each other, so it’s more than just being a great listener that we communicate through gestures and facial expressions and body language, and how we’re dressed, and what people can see in the backgrounds of our virtual conversations, and this all matters.

This is all very impactful to what people think and what people believe, and, ultimately, what they choose to move forward on. So, in addition to being a great listener, I really press people that we have to understand body language, we have to understand the expressions, and we’re putting on a show, essentially, to allow people to experience us through the visual in addition to being great listeners and having a great conversation.

Pete Mockaitis
Okay. Well, can you share some of the eight skills of listening, some tidbits that can be advantageous to your everyday professional?

Scott Tillema
Sure. The acronym to remember this is MORE PIES, and we could probably go into a five-day class on these eight skills of active listening, but just to touch on a couple that I think are really the most impactful – asking open-ended questions. And this seems so simple and so basic but when I tell people, “I want you to ask questions and engage,” we almost default to closed-ended questions because we’re interested in gathering factual information.

And our goal in these critical conversations needs to be dialogue. And I challenge people, “I want you to do this in three or four sentences, and then pass the baton back to your negotiation partner, and allow them to speak, and allow them to be heard. And we do that by asking great questions. And that’s a great one.

And when you couple that with emotion labeling, which I think is another really, really important step of active listening, now we don’t have to default to saying, “Pete, I understand.” The reality is I don’t understand. I haven’t lived your life, I haven’t done your work, I haven’t had your experiences, so, for me to say to you, “You know what, I understand,” that’s almost dismissive, and I would say it’s a bit disrespectful because how can I possibly understand you when we’ve only been having a conversation for a short period of time?

So, instead, let’s maybe go to an emotional label, and say, “You sound frustrated.” So, we label what I’m hearing with an emotion, “You sound really excited,” and then we couple that with an open-ended question, “Tell me more,” and allow you to continue that conversation so, now, not only am I connecting with the content of what you’re saying but I’m connecting with the emotion of how you’re saying it.

And that’s when people start to sense that, “Hey, I really get you. I really have an appreciation for what you’re saying, and the emotions that are generated by your situation.” So, that’s, I think, two of the most important pieces of active listening, but there are other great ones. Reflecting or mirroring back the actual words that somebody says. Somebody says whatever they say and they get to the end of whatever they’re saying, and we just repeat back the last two or three words, and that’s reflecting.

Pete Mockaitis
The last two or three words.

Scott Tillema
You got it. You’re a pro. Perfect. And what the amateur is going to do is going to say, “Yes, that’s exactly that.” And, if you do it with an upward inflection, we’re asking a question with a downward inflection, we’re affirming that statement, and then we’re going to go to silence, which is another skill of active listening, which I think is probably the hardest for people to master because we’re uncomfortable in silence.

So, I’m just going to let it be silent for a moment, and allow you to take in that moment and keep speaking, and give you the floor because negotiation is not about being right. It’s not about ego. It’s about reaching an agreement. That doesn’t mean I have to like you. It doesn’t mean that I have to trust you. It’s we’re going to reach an agreement that’s satisfactory for both of us, and that’s how we’d go about doing it, by being great listeners and engaging in some excellent dialogue.

Pete Mockaitis
All right. So, there’s some tidbits about listening. And then how do we become more influential? You talked about verbal influence. How do we develop that?

Scott Tillema
Yeah. So, understanding the first step, I see this as having four steps in being a great negotiator. And, for me, I see our goal is to create a bond with somebody. And so often, we have a goal, “I want to sell them this,” “I want them to do this,” “I want them to drop the gun,” and I challenge people, I say, “Your goal needs to be to build a bond with this person. And once you start thinking about connection, now we can start having a mental map of how to get there.”

And I see that through four principles working together in a circle. And some people see negotiations as a stairway that we’re working our way up, and I don’t see it like that. I see it as a circle that we’re going around and around, and these four principles are the influence and the bond that we are creating. And the first one is understanding, and we do that through listening, and we do that through studying body language and gestures, and make sure I have an understanding of what’s going on.

And so often, we get stuck on that, especially as high performers and the work that we do, we say, “Okay, I think I get it so now I’m going to go right into solving the problem.” And I think that’s the step that most people skip, especially if you’re really good at what you do, is, “I skip the understanding piece,” not that you don’t know how to be a good listener. It’s just that, “I think I know what the problem is. I think I know what the issue is, so I’m going to move on quickly.”

So, the second principle that I use is timing, knowing when to deliver your message. And I found this to be the strategy piece in these conversations and these negotiations, to say, “Okay, I have an understanding of what’s going on, but I want to quickly say whatever I need to say and give my pitch,” and sometimes we get this wrong.

And by getting your timing wrong, we can really miss an opportunity or, worse, put ourselves in a more difficult situation if we try to jump the gun and start selling too soon, or try to persuade somebody too soon. So, the second step is having great timing to what it is we’re going to do.

Pete Mockaitis
Okay. And next?

Scott Tillema
Next is delivery. It’s not what you say, it’s how you say it. Most people should be preparing for their negotiations, for their difficult conversation. And if you’re not preparing, let’s start there. But the people who do prepare, spend a lot of time focusing on the content of what they’re going to say, “So, I’m so worried. Here’s my talking points, bullets A, B, C, D, and I’m going to get through this, and this is what I’m going to say.”

But how often does somebody going into a really consequential conversation take time to practice their delivery, not what they’re going to say but how they are going to say it? And I’m convinced that this is much more important than the words we actually say. Now, I don’t want anyone to listen to this, and say, “Hey, I was just listening to a podcast with Scott Tillema who said I can say anything I want as long as I say it nicely, it’s cool.” And that’s not the case at all because words matter.

Words are how we frame the conversation so I don’t want to dismiss that piece at all. Words are really critical, but how we deliver them, and I’m talking about the rate, the rhythm, the pressure, the volume, the tone, all these different ways that we can manipulate our verbal delivery. This is really, really important on how people experience us. So, that’s a third big piece, is delivery. It’s not what you say, it’s how you say it.

Pete Mockaitis
Scott, I love the way you listed several key variables there. Can you share with us some demonstrations and the impact of saying the rate, fast versus slow, or different rhythm patterns, and what kind of influence that makes on the listener?

Scott Tillema
Of course. When we get nervous, when we get excited, our rate starts to notch up and we start speaking quickly. And it’s been shown that people who speak really quickly are perceived as less trustworthy than people who slow down that rate. Now, we don’t want to speak too slowly because we’re going to lose people’s attention. And we have found that the attention span has shrunk significantly over many, many years, as we’re surrounded and bombarded with distractions and social media and everything else that we’re attending to.

So, when I do a negotiation in a crisis or a hostage negotiation context, I have a coach that’s working with me in real time, so they can sit here and analyze what I’m saying and tell me, “Hey, let’s slow it down a little bit,” and kind of give me that hand signal, “Let’s slow that down and allow the person some time to process what we’re saying.” And if we can slow down just a little bit, we’re going to be a little bit more trustworthy and maybe even a little bit more likable. So, that’s the rate.

Pete Mockaitis
Okie-dokie. And then, so next step, we talk about rhythm. What are the key rhythm patterns that we can look to and what are the impacts of them?

Scott Tillema
Yeah, everything I say feels the same way. You get into the groove, it’s going to feel really smooth, you don’t have to rhyme, but we want everything to be right here. So, when you are engaging with me, you have an expectation that you’re not going to get yelled at, that I’m not going to be getting excited, and now we’re going really, really…Everything is kind of right in this groove, and it’s not too loud, it’s not too soft, it’s paced just right, so you can feel comfortable opening up to me.

And I think that this is the same reason that there is a couch in the therapist’s office so you get comfortable. We’re creating a bit of psychological safety for you to say, “Let’s really discuss the important issues here,” because sometimes we disguise the important stuff with other nonsense, and we’re willing to talk about the things that are easy to discuss.

But, really, sometimes we need to get into the more difficult conversations, and I’m really not going to open up with somebody if there’s a chance I’m going to get yelled at, or if a chance that they’re going to just quickly dismiss me and move on. Everything is right in this zone here and I want you to get comfortable having this conversation that’s going to open up pieces of information, which goes back to our first principle of understanding.

Pete Mockaitis
Okay. So, we talked about rhythm and volume, we mentioned not shouting. Any other volume insights?

Scott Tillema
I think that if you’ve listened to Amy Cuddy’s TED Talk, she talks about how we can use the body to influence the mind. So, taking this to the volume of what we say, if I become a little bit more quiet in what I say, it is going to force you to physically work harder to hear me. And it’s not very often that we find ourselves physically working really hard to hear someone. It’s only at the times that we’re listening intently, and those are the times that something is very important.

So, sometimes I’ll take the volume down a little bit, and that doesn’t mean speaking weakly or speaking without power. It’s going to force someone to listen very hard to what you’re saying. And now their brain may be convinced that this is something important, and now we’re getting into influence pieces because now they’re intently listening to what I have to say.

And we think the opposite when we want to be heard. We get loud, we scream, we get the bullhorn and we make sure that everybody can hear us, but this is intimate conversations. We’re one-on-one with people, trying to get them to go in the direction that we want them to go. So, I challenge people in coaching sessions, “Let’s take the volume down. Let’s come a little bit closer and see if we can engage them in a soft, intimate, intense conversation.”

Pete Mockaitis
Okay. Well, so we talked about a few components of delivery and we’ve got that four-part building of a bond with the understanding, the timing, the delivery. And what’s next?

Scott Tillema
The last one is respect, that I think you can do everything right. But if we don’t come in with respect, none of the other pieces work. So, you can’t get an agreement on respect alone. On respect alone, you can learn to be really nice, and you can get walked on. You’re going to lose a lot of negotiations, lose some opportunities. But without this respect piece, you are not going to have this influence and this bond that you need.

And I think that this makes sense to most people, and say, “Yeah, I get that. I was raised to be respectful, the ‘Yes, sir,’ ‘No, Ma’am,’ ‘Yes, please,’ ‘No, thank you,’” and that’s all really good, and that’s something that I want. But I think that respect is about emotion and connecting with people’s emotion and their emotional triggers.

And we see such the opposite of this. If you check on Twitter or a lot of social media where people are just disrespectful of each other, and that’s emotional triggers for people. So, I talk about, within respect, I talk about pieces like fairness and autonomy. Are we being treated fairly? How do they see this? How do they see this conversation? What is the issue that they see? Because I know that I see it one way, but can I see it the way they see it? Are they being treated fairly? And that’s a huge trigger for people.

And I’ve had a lot of conversations with folks, to say, “You know, I may not be able to get you what you want but I can assure you that you’re going to be treated fairly,” and people really like to hear that. And sometimes there can be a sticking point because how I see fairness might be a little bit different from how you see fairness, and we can have that discussion.

But the second piece of this is the autonomy, “Are you giving me the opportunity to choose the outcome here?” And I think that I could probably pressure people into making the decision I want them to make, but, ultimately, I want them to carry out that commitment. It’s not just getting me to say yes, to get me to say yes. I need you to do whatever happens next.

And I’m going to try to guide them toward making the right conversation, but, ultimately, I want them to choose, “This is what I want, this is the outcome, this is the agreement that I’m going to enter into.” And if we can be respectful of fairness and autonomy, and have sprinkle in some empathy in here, we’re really going to be someone, who this, your negotiation partner, your conversation partner is going to look to, and say, “Yes, this is someone I want to agree with. This is someone I like. This is someone who I believe in. This is someone who I’m going to enter into an agreement with.”

And that’s the piece of negotiation where we find success, to say, “We’re going through understanding, timing, delivery, respect,” and this is how we build the bond. We’re going around the circle. We’re making this connection. We don’t listen to strangers. We don’t care what strangers have to say. But now that we’ve formed this relationship and this connection, maybe I can have a little bit of influence and nudge you in the direction that we need you to go.

Pete Mockaitis
Okay. Well, so zooming out across the broad expanse of this topic domain, could you share with us some of your top do’s and don’ts that are particularly applicable for professionals? Are there any key words or phrases? Is there any way we could accidentally threaten someone’s autonomy or trigger them there, even though we didn’t mean to?

Scott Tillema
Of course. And when we do that, if we do that, again, we’re watching for changes in behavior. Are they pulling away? Are we seeing things outside of the baseline? Are we losing that dialogue? And let’s not be afraid to go back to that, to say, “Hey, I’m doing my best here. I sense that there’s a little bit of disengagement here. Is there something I said or didn’t say that maybe doesn’t sit quite right with you?”

And this is an important piece, especially with these high performers, to say, “What if I’m wrong? What if you see it differently from the way I see it?” And I think this is the importance of having diverse teams and diversity and all kinds of different ways because I want a lot of different pieces of input from people who think differently from me, to say, “Hey, maybe we have to take a different approach. Maybe this approach is wrong.”

And to approach someone and say, “If I did something wrong, let me apologize for how I just presented this. I sense that this was really unsettling to you or upsetting to you.” Or just inquire, “Is there something that happened that we need to go back and address?” That’s a great, great piece. And so often, we have this ego that gets in the way, to say, “Well, I’m not going to apologize to anybody,” “Well, I’m not going to be the one who’s wrong here.” That’s not what this conversation is about.

This conversation is about reaching an agreement with somebody, so let’s set the ego aside. It’s not about ego. Be willing to be curious. What another big takeaway, that so often we are so worried about talking about us, “And what I know and what I can do.” People aren’t impressed by that. They just aren’t. People are more happy to tell you about themselves and their work and their product, so be much more willing to listen than being eager to talk. Another important takeaway to be influential and do great things.

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

Scott Tillema
I think that negotiation is probably one of the most important skills that people need to have to be successful in life because negotiation, really, it’s an umbrella for other skills like communication and influence persuasion, and all these things. And we have an inflated sense that we are really good at this because we communicate with people all the time, and we can point to examples in our life where we have found success.

But the people who are really good at this are humble to say, “I need to learn more, I need to be willing to examine myself and do better at this.”

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

Scott Tillema
So, I don’t know if this is a quote verbatim, but one of the professors at Harvard, Michael Wheeler, he’s a long-time negotiation trainer, he talks about flexibility and adaptability. That we can’t say, “This is the way. This is the only way.”

So, be willing to step out of our comfort zone, be willing to take on styles that are uncomfortable to us, and learn things outside of what we already know because you might need that technique, you might need that tactic, so I really find the work of Michael Wheeler to be very impactful.

Pete Mockaitis
Okay. And a favorite book?

Scott Tillema
I’ve got a number of books that I like on negotiation and influence. I think one of the older ones, Influence: The Psychology of Persuasion by Robert Cialdini outlines six principles of influence, and that is a cornerstone for anybody who’s in the business of influence or persuasion. We need to understand that. But another one is Beyond Reason: Using Emotions as You Negotiate by Dan Shapiro. He talks about five core concerns that trigger our emotions, and that we can use to trigger other people’s emotions.

Beyond Reason is a great book to pick up, cheap, easy read but really foundational for people who are engaging in meaningful conversations with others that really want to take the next step and understand the impact that emotions have in driving our thinking and decision-making.

Pete Mockaitis
Okay. And a favorite habit?

Scott Tillema
Favorite habit is probably practicing my active listening skills. And I’ve been doing this for a long time, and that doesn’t mean that I’m good at it forever. It’s something that we can forget, and something that we can lose. And people ask me all the time in training, “Hey, Scott, how can I practice the eight skills of active listening?”

And the next time that you get a spam call, one of these people that’s trying to get you to do whatever, give them money and steal your credit card, I want you to practice the eight skills of active listening. Write down what these eight skills are, have them handy, and in three or four minutes, you should be able to get through each one.

And if you’re doing it with purpose and true intent, like you aren’t just going through a checklist, this person is going to engage you and you’ll get through the eight skills of active listening, give yourself a pat on the back, and then you can hang up the call and wait for the next spam caller in a few minutes, and do it all over again.

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

Scott Tillema
“It’s not about trying to get somebody to do something. It’s about creating a bond.” And that’s what I hear back from people the most because that’s not what we’ve ever been taught before. We’ve been taught to sell them this thing, or convince them of this thing, or get them to do what I’m telling them to do, and it just reframes the mind. It reshapes the mind to say our goal, our focus is on creating a bond.

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

Scott Tillema
Excellent. If they would like to hear a little bit more on these principles, I invite your listeners to check out my TED Talk, it’s “The Secrets of Hostage Negotiators.” You type in hostage negotiator on YouTube, it’ll be one of the first talks that come up. It’s 18 more minutes of what we’ve been talking about here today, with a few more stories and a few more examples. They can visit my website at ScottTillema.com or my business site at NegotiationsCollective.com to learn about me and what I do and the services that we offer.

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

Scott Tillema
I would say that it’s important for us to realize that this is a difficult time for many people, that all of us have experienced anxiety, and loss, and trauma over the last two years. And I’m not sure that that’s going to change immediately. So, being mindful that there are people around us who are struggling, use these principles, use this approach and try to connect with somebody today.

And it’s not maybe in a professional level where you’re trying to sell something or try to make money. It’s being a thoughtful connecting human being with somebody else, and you’ll be surprised how impactful this approach can be, and that with all the struggles with mental health and suicide in the world, that being a great connector, being a great negotiator, being a great communicator, this can go a long way, and you are going to connect with somebody who will later reflect to you how impactful you were at a really critical moment in their life.

So, let’s be mindful that there are people out there who are struggling and we can use these techniques to connect with them and really lighten up what can be a difficult time in a lot of people’s lives.

Pete Mockaitis
All right. Scott, thank you. I wish you much luck in all your negotiations.

Scott Tillema
Thanks, Pete, for having me on. A pleasure chatting with you today.