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1154: The Fundamentals of Great Executive Presence with Elisia Keown

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Elisia Keown breaks down what it really means to develop your executive presence.

You’ll Learn

  1. 
What it really means to have “more executive presence”
  2. The sentences hindering your executive presence
  3. How to show up more confident for your next meeting

About Elisia

Elisia Keown is an Executive Coach and Founder of Keown Coaching, with 26 years of experience in Coaching, Leadership, Talent Acquisition, and Human Resources. Direct, honest, and kind, she helps executive leaders strengthen their executive presence, elevate their impact, and achieve measurable results through strategic planning. Elisia is also the host of The Executive Coaching Podcast, where she shares practical insights for today’s leaders. Known for her no-nonsense yet fun approach, she brings energy and real-world experience to every coaching conversation. She lives in Wesley Chapel, FL, with her husband and their blended family of five children.

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Elisia Keown Interview Transcript

Pete Mockaitis
Elisia, welcome!

Elisia Keown
Pete, thank you. I’m so excited to be here.

Pete Mockaitis
Well, I’m excited to talk executive presence, and I think your own clients have teed this up perfectly when they’ve actually said to you, “I’m told I should have more executive presence, but WTF does that even mean?”

Elisia Keown
Exactly. Maybe they leave out the WTF part, but they’re definitely thinking it. No, you’re totally right. Like, my audience is like that C-suite, VP-leader level, and that is one of the most common things I hear. And you and I were talking about it a few weeks ago that this theme of executive presence is so common, and it’s this blanket, I call it the atomic bomb of feedback of, like, we’re going to drop this big atomic bomb of, like, “You need to have better, stronger executive presence.”

And the atomic bomb part of it is it gets dropped and there’s no further explanation. It’s super vague. The executive kind of walks away from the conversation feeling super confused, like, “What does that mean?” And it’s one of the most vague pieces of feedback in corporate America, I’d venture to say.

And so I have made it a mission. How do we demystify it? How do we help define it? Because once you have that clarity, then you can actually work on developing that skill because it is an absolute skill, you can develop it. I do not believe you’re born with it. And then that changes everything in that leader’s trajectory.

Pete Mockaitis
Well, that sounds excellent, and that really does ring true in terms of vagueness. And we could talk all day about vague words, like, “Have more executive presence,” or, “Be more strategic,” or, “Be more proactive,” I mean, that could encompass dozens, hundreds of potential behaviors.

Can you tell us how have you grappled with attempting a definition or a decomposition or segmentation of this fuzzy term?

Elisia Keown
Yeah, totally, you’re right. It gets handed down like zero instruction, and people can feel that absence.

And when even pressed, leaders try to articulate it. I find they struggle with it, too. So I don’t think it’s the leader’s intention to be vague. I truly don’t think they go out there trying to confuse the human. But without direction, it’s useless, right? It’s incomplete.

So what I try to do is break it into concrete components. And I usually work with the executive. If they’re unclear and they don’t have the direction, we’ll try to get clues and get little breadcrumbs based on the feedback and what they’re hearing and seeing so that they can have some of those moments of clarity.

And so what I found, it usually falls into these four kind of main buckets that I’ve seen. So the first one is thinking about emotional regulation. Emotional regulation under these high pressure, high stakes environments. We all know it. The big important meeting, speaking in front of the board, having to make a big decision.

So how do you show up and how do you have executive presence when things go sideways or there’s a lot of stakes in the meeting or risk involved? How do you show up and have that emotional regulation within yourself? So that’s a big one.

The ability to be decisive and making decisions quickly even when you have very limited amount of information, that’s very common as an executive, and remaining humble at the same time. So you can make a clear decision, you can still listen to the team, your colleagues, your drug reports, your boss, you can listen to everybody, but you can have that confidence to make a decision without arrogance. Very tricky.

The third, and this is the one I think that gets kind of lumped into executive presence, but how to have intentional communication. How do you speak with clarity, not with that emotional impulse? How do you know, just as important when to speak, but when not to speak, and when to stay silent and listen? And that’s tricky, and I think that’s a lot of the times we do lump it just into blanket communication as executive presence, but I think it’s intentional, clear communication.

And then the last is just being consistent with all of this. So executive presence isn’t always just about what you do in the big meeting. It’s more about what you do every day, how you show up every day, how you lead in the moments where people observing you and when they’re not observing you.

So I think, in summary, it’s not about being the loudest, biggest personality in the room, the smartest person in the room. It’s about being, like, the most grounded in your own leadership, in yourself, and having that self-confidence and helping people understand which of those levers they need to pull.

And because, again, sometimes it isn’t all four of these things that people need to work on. It might be one more than the other but it’s believing in yourself and then moving forward.

Pete Mockaitis
Yeah. Well, that does paint a picture. Thank you. And, I guess, I’m also thinking about what’s not in there in terms of it’s not, you know, dressed like an executive with a cool suit or an expensive haircut. So I guess looking the part matters somewhat, but perhaps folks would probably just be able to say and articulate that more directly instead of executive presence, like, “Clean up. Get a suit that fits you right.”

Elisia Keown
And you’re right. I think there’s a lot of factors and a lot of things that people say will encompass executive presence. And just like you mentioned, it doesn’t mean those things aren’t important. It doesn’t mean, yes, if you work in an environment where a suit and a clean haircut and being well-groomed is important, and you don’t show up that way, of course it’s important. It’s just not everything.

And I think that’s the hard part because people think if I just solve this one piece that it’s going to encompass everything, and that’s not everything. I think it really, truly, when we say it, we typically mean one of those other four levers to pull. It’s typically not just what you’re wearing. You’re right.

Pete Mockaitis
Okay. Well, we can dig into each of these, but, I guess, maybe I’d love to get your take on. So this is a set of skills, and we talk about all kinds of skills here on How to be Awesome at Your Job. How important, in the relative pecking order of career skills development to propel you forward and advance and progress in your career, would you rank these sets of skills? Like, what’s the difference between being amazing at these things versus, “Okay, good enough, but you also have really sharp strategic thinking and prioritization skills going on”?

Elisia Keown

I think executive presence is probably one of, at least, top three because of this reason.

Executive presence, it’s not just this, again, visual effect of how you show up or a lot of people say charisma. It’s not just the personality. It really is, if you go deeper, like into it, it’s not just these behaviors or physical traits. It’s an identity shift.

And I think that’s one of the biggest things when you think about moving and shifting, you know, especially when you come out of some of those individual contributor roles or manager roles where you’re just managing a smaller team. Nothing wrong with that.

But when you leap into the executive level and you start managing leaders of leaders, it requires this identity shift from the leader.

And a lot of high performers, they’ve outgrown this version of themselves that got them to where they are. They’ve been very successful moving up through the organization. And now what’s required to go to that next level is, like, it’s almost like a death of their previous self. And you’re building that back up.

The hard part about that identity shift, though, is all of those behaviors have made you successful to this point. So because of that ego, it’s very hard to say, “I’ve got to let all that go and build upon what I have, and break into a new identity and see myself in a completely different way to level up into that executive presence.”

And so I really think it’s definitely top three when you say that. I don’t know if I can give it an exact number, but you can’t perform your way to executive presence. And I think that’s so often, as an individual contributor, you’re used to putting your head down, executing very tactical skills, all very important. By no means, definitely not disparaging that work, right?

So when I say the death or you’ve got to let go of it, it’s what got you there. But then you have to become this entire new type of leader, and the skills that are put before you, you’ve got to believe in yourself and you’ve got to have a mindset shift and look at yourself in a different way before you talk about those things you talked about like the strategic vision and the planning and the prioritization.

I think that all comes with it. But if you don’t believe that you are operating and believe in the level that you need to perform at, none of that other tactical stuff is really going to matter. So it’s this bridge into that leadership level.

Pete Mockaitis
You know, I love what you said there, it’s like, you cannot execute your way into executive presence. It’s sort of a fundamentally different thing. And the picture that’s coming to mind for me is just, in TV, when we have the dork with the lab or the computers helping the crime fighters or the Jack Bauer catch the terrorists, they’ll say, “Well, I ran an analysis using matrix multiplication and we deduced that…”

They’re like, “In English!” you know, like, they get impatient, and it paints a picture like, “Oh, that person is clearly executing amazingly. Like, they know their stuff inside and out.” And yet the leaders are annoyed and frustrated. They don’t imagine that guy or gal has high potential executive future in store for them.

Because of their vibe of the ‘executive presence is lacking.’” So those are TV examples. But, Elisia, give us a real example, a story, a tale of a client who maybe got this fuzzy feedback and then did something about it and saw some results.

Elisia Keown
Yeah, you’re dead on. I love that analogy. It’s so funny, right? Because I think that’s what happens, is a lot of times clients come in thinking they need like a few tips, and what we really discover so much deeper, and it’s not just about what they’re doing, right?

So I had this client VP level, high performer. And, again, I always say this, I work with people that are already high performing. There’s nothing going wrong with their leadership, right? And some people think that it’s a remedy for something going wrong when, really, this is an accelerator.

So this person was already getting good results, already performing, but she’d get passed over for that next level, for that C-suite, the higher-level role. And what was happening was, when we started digging in and peeling back the layers, she was an over-explainer.

So the person that’s saying too many words, right, just like you said, or overly complex words, over-explaining every decision. She had a lot of hedging, and hedging is you’re saying things like, “I mean,” “I feel like,” or very passive kind of language rather than very decisive language.

And so it wasn’t about the skills problem. She had a lot of skills that have gotten her to this VP level. It was more being deferential when she was leading rather than being decisive and forward-thinking. And so a lot of what was happening though, again, as we peeled it back, it wasn’t about saying different words. It was showing up differently in terms of her identity.

She had a deep executive presence problem that was rooted in how she saw herself. And so she was still seeing herself as needing to prove herself. And we were way past that. So we really worked through thought process and identity.

And once we worked in that, within months, she was showing up completely differently in the room and then being groomed for that next level. Like, actually having conversations versus it not being on the table for her at all to move to that next level.

Pete Mockaitis
So when you say thought process and identity, what might that look like in terms of, if I’m saying, “I’m going to go work on my thought process and identity”? What does that consist of? What am I doing there?

Elisia Keown
Well, in the simplest terms, it’s the sum of the sentences that are running through your head and how you’re thinking about yourself. And so a really easy way to do this would be to, when you think about the situation, again, she was in a lot of board meetings, she was in a lot of meetings with her C-suite level leaders.

It was, “What was she thinking and how was she thinking when she was in the room, hedging, explaining herself, like, what was her thought process?” And trying to narrow it down to some of those sentences that kind of run through your brain like a stock ticker, right, and again, part of it could be as simple as, “I need to prove myself,” or, “I still need to level up, and I’m not at the level of an C-suite executive.”

So whatever that kind of sentence is that’s holding them back, that’s really what you’re trying to investigate. And if you’re doing this for yourself, it would be when you’re in some of those critical moments where, if you can identify when you’ve been told you need stronger executive presence, so if there was a specific meeting, what was some of those sentences that are running through your brain as you were getting told some of that feedback?

And, again, that’s a little bit harder to back into to undo, but I’d say the easiest way would be thinking of the specific example where you need to hold executive presence. And maybe if you were told you had weak executive presence, what was the sentence? What was the thing you were telling yourself in that moment? Because, truly, philosophically, it’s just how you’re thinking is really how you’re going to show up.

Pete Mockaitis

Yeah. Well, Elisia, it’s so fun that we’re talking because you have unique vantage points into many people’s intimate thoughts, which most of us never get to hear. So lay it on us, what are some of the recurring thoughts people have that undermine their executive presence? And how do we deal with them?

Elisia Keown
I think the big one that I hear a lot of, and it’s the exact opposite of executive presence, it’s like saying that they have impostor syndrome.

And so some of the thoughts that sound like, some people will just straight up be like, “I feel like an impostor,” as simple as that. But some people will have the sentence of, “What am I doing here? How did I get here?” I’ve heard that one.

So looking around the room, seeing executives that are highly accomplished, highly tenured, multiple degrees from Ivy League universities, etc., and just saying to themselves, “How did I get into this room? I don’t belong here.” Essentially, the underlying thought could just be like, “I’m not good enough to be here.”

And so it will sound like that, it’ll sound subtle. And those thoughts could be very innocent-sounding, right, like, “Hey, let’s make sure we can perform up to the level of this room, right?” But in the essence, if we’re thinking we’re not good enough to be in that room, that can show up and start to show up in our actions.

So if we’re thinking, “I’m not good enough to show up,” or, “How did I get here?” and your feeling would, potentially, be like insecurity, lack of confidence, then you’re going to show the actions that you’ll take will be from that defensive position.

Pete Mockaitis
Yes. And so what’s interesting, though, is that thought in the moment is you say thoughts and identity, that thought is naturally bubbling up from a belief. So I want to hear how you go after that.

We had Dr. Valerie Young, who may have coined the phrase impostor syndrome, on the podcast. And she had some cool perspectives along the lines of, like, “Well, so is everybody just an idiot if they made the decision to hire you and promote you?”

And so just to kind of, like, reminded me of some cognitive behavioral therapy-type stuff in terms of , “Let’s evaluate the evidence. Let’s really take a look at this belief. And is it kind of bogus or so?” So that was kind of some helpful practical stuff. But I’d love to hear you in the trenches, when you’re working with folks on these thoughts and identities, how do you attack them?

Elisia Keown
What a great conversation. I’m jealous you got to have that conversation with her, but I think that’s a great tip, and I think it’s the same thought process of looking at that thought. And, again, we get real granular, right?

We get in the moment, in the room, in the thought process, and really start to question it. Basically, you look at it and you say, “Is this true? Do you belong here? Do you not belong here, right?” And, generally, where we go with it is, “Why are we telling ourselves this thought?” and understanding that as well. Like, “Why would that be coming up for us?”

And, again, it can be so different for every individual, but, typically, what happens is, when we get in some of these tough situations, leading is difficult. Speaking in front of a group is difficult. It can be challenging.

Again, you can get better at it, it can feel easier at times, but it always, there’s that challenge of that fear of rejection. Leadership, a lot of times, is we’re separating ourselves from the group, from the pack, from the herd, right? And we’re standing out and we’re separating ourselves from the group. So in its very primal essence, it can feel like survival, it can feel life or death.

And so what happens is we go through some of that fight or flight, and the brain is telling you, like, “Hey, it’s scary, Pete. It’s scary to speak out in front of thousands of people or tens of thousands of people on a podcast.” And your brain is like, “Stay safe.”

And so some of the stay-safe thoughts can be like, “Hey, we might not be good enough to do this. What are we doing here? Let’s go stay back into the cave and stay safe and get quiet and really, like, pull ourselves back from this. Let’s go cuddle on the couch with a blanket and some snacks and watch Netflix. It sounds like a much better idea, right?”

And so it’s the brain’s protective mechanism to give you some of these sometimes snarky, sometimes nice-sounding thoughts. They sound really helpful, like, “Let’s stay comfortable,” because it’s just based on survival.

And so, sometimes when you know that, when you’re like, “Oh, this is just my sweet brain trying to protect me. Is it really true that I don’t belong here?” No. You can just say, “Thanks. Thanks for that thought. We’re going to go ahead and proceed with doing this podcast, speaking up in this boardroom, doing the thing anyway, even if we feel a little bit nervous about it.”

We can carry the nervousness, knowing that it’s normal and natural, and it doesn’t mean stop. I think a lot of people think that that feeling means stop, turn around, don’t take action. When really we can just carry it with us.

Pete Mockaitis
Okay. Well, that’s super helpful in terms of just understanding, reframing, “What is this thought, this feeling, this vibe? And what does it mean?” So that’s super handy. I’m curious about maybe some of the deeper work with regard to, it was like, “No, I really do think that I kind of got lucky to be in this role, and I don’t think that I belong and I really do think I’m faking it.” If we’re there, what do we do with that?

Elisia Keown
Yeah, totally. Well, and I think there’s two separate approaches. You know, I think if you’re thinking we really go down the path of someone has deep beliefs that they cannot overcome and they can’t see any other upside. I think, sometimes that’s where the difference between therapy and coaching comes in.

Like, if there’s some sort of hurdle that’s coming from their past or their internal beliefs from trauma or some other thing, that’s where a coach is not a therapist. That’s where, I think, sometimes you separate the application of support there.

On the flip side, another way to look at it, if we’re just thinking that’s not the situation and we’re thinking more forward thinking, it’s to say like, “Okay, where do we have evidence that that’s not true?” And I worked with a leader to say, “How do we look at the entirety in your body of work?” to say, “Okay, where can we show that that is not the case?”

And having the human come up with those things to say, “Okay, let’s start to look at our internal beliefs and be, like, really challenge them, right?” Because I think digging deeper, like you said, I think taking that, “Is this true?” a couple clicks further to be, like, “Okay, give me all the evidence that you really don’t belong here then.”

It’s funny, when they ask me that, like, “Tell me all the reasons why you don’t belong,” they’re usually like, “Well, actually, no, I’ve done this and this…” and they actually start to answer or asking questions of why they do.

And so I found that to be effective, like, “Tell me all the reasons. No, let’s stick on it.” And sometimes they really can’t. They can’t find beyond that just, like, triggering thought, like, why that’s actually true. So that can be really helpful kind of that path.

Pete Mockaitis
Yeah, I really liked that notion of collecting the evidence, thinking about your experience. And just recently, I guess I coached myself in terms of, I was having some stuff going on. I was just like, “Oh, I kind of feel like a loser, you know?”

And so I was like, “Well, what’s the evidence?” I was like, “Well, you know, it seems like someone was upset about this, and I disappointed someone there, and I didn’t kind of get the things I wanted done on these days.”

And then I said, “Okay, so we’ve got that.” And then I was like, “Well, then what’s the evidence on the other side?” And just for funsies, I did all this research, and I was like, “Well, I mean, hey, I did that. And that was kind of cool. And really how many people really have done that?” And so I went ahead and assembled the spreadsheet.

And so what’s kind of fun, and this is true for every human. This is my latest kind of revelation I’ve been having fun with is that, if we take a look at the things that you have done, have accomplished, are good at, and how kind of rare that is, and then string together maybe 10 of those.

It’s fair to say for just about everybody that, by some measures that you’ve selected, you are the winningest human being who has ever lived, more than all 120 billion humans who have ever walked this earth. On those dimensions, collectively, if it were like a decathlon, you are the winningest person ever.

And so what was fun for that exercise with me, it’s like, I just sort of move on, it’s like, “Okay, the word loser is just like a nonsensical term that is ill-defined and not helpful. And if a loser is defined as one who never disappoints anybody and never fails, well, then there’s no such…everybody’s a loser.

Elisia Keown
Then I will own it. Yeah, right. Then just, “Okay, I’m fine, right? I’ll own that, Yeah, totally. What a great exercise. You did, you coached yourself. Good job, Pete.

Pete Mockaitis
Well, thank you. So I was collecting evidence via spreadsheets, I guess it’s a language that speaks to me. But I’d love to hear your prompts or your approach by which you facilitate this evidence collection.

Elisia Keown
Yeah, totally. Well, first off, you get a gold star. Great job. Great way to do it. And that’s exactly it. Exactly it, Pete. And I think, too, like, you said something that’s really interesting, too.

And so I want to really emphasize it, in the sense that looking back at what you accomplished and only what you could have done, if somebody else followed the playbook, they probably wouldn’t have the same results as you did, and just because all those things are making up uniquely you.

Can somebody do some of those things? Of course, they can, but they won’t be in the same magic and the way that you did it. And another way to look at this, too, is, if you’re not having failure, if you’re not feeling a little bit of the discomfort, if you’re not feeling a little bit queasy about some of things, your goals probably aren’t stretching you.

They’re probably not big in the sense of big in your own world. That can mean something different for everyone. So I’m not being presumptuous, and you have to do this, but a lot of times, as high-performing leaders or people that are entrepreneurial or accomplishing big things and setting big goals, you’re setting bigger goals for yourself and going after them.

So to expect that everything would go according to plan, that you would never feel insecure about them, or you would never fail at them, or you wouldn’t feel good enough for them, or you would feel like, “I don’t know how to do what I’m doing,” that is actually a false expectation, that we somehow believe that it’s like we do believe that everything is going to go according to plan.

We’re very optimistic, typically, as humans, a lot of those things. And when things don’t go, when we think that there’s something terribly wrong. But in your example, it’s like, “Well, yeah, I have a big fat goal and I might stumble but I’m going to still going to get it, right? I’m still going to go after it.”

“And if I’m not setting big-enough goals, like if it’s really easy, I’m probably not stretching and growing in the same way.” So a lot of it, like the coaching, I will do is to say, “Hey, some of this discomfort, some of this brain, we’re not going to solve the brain telling us that like, ‘Hey, in some instances, we don’t feel good enough.’” It’s a normal human condition. It’s part of the human condition, knowing that we can go after these big things and move through that discomfort.

That’s more what we’re trying to work towards is recognizing that in the moment. So it’s not trying to eliminate, it’s more so saying, “Oh, I see it. I can know what’s happening here. And now I know how to handle it, right?”

“Maybe I go back to my spreadsheet, or maybe I have my own method, I have my own things that I can do to work through it, knowing this is actually part of my currency. This is my currency towards success, and this is part of the game that I’ve decided to play.”

And it’s optional, right? In leadership or entrepreneurial ventures, it’s optional. So, “Do I want to put my chips in knowing this is the table stakes that I need to play or not?” Most people say, “Yeah.” They’re aspirational, they’re driven, they want to go after these things. So lot of times they say, “Yes, I’m willing to feel all of this and move through it.”

Pete Mockaitis
Yeah, that’s cool. Well, Elisia, this has been fun. I’ve been sort of just deep-diving into anything I found intriguing. But I want you to take the floor and tell us, what have you found to be beyond what we’ve already discussed, really just the most game-changing, powerful interventions, or exercises that upgrade executive presence in a hurry?

Elisia Keown

Yeah, totally. I’ll give you some practical tips. You know, I think the first one, definitely what we talked about, we’ll call it just like a download of your thoughts, right, a blank piece of paper, kind of like just dumping out your brain, looking at it.

So we can get it out of this, sometimes our internal spin, like just writing out what you’re thinking before you go into some high-stakes meetings or high-stakes environments to kind of look at the thoughts so you can decide, “Do I like this? Do I believe this? Do I want to keep thinking this?” And knowing that’s all optional, great exercise.

But beyond that, some takeaways that I can give the audience, just to really use in a really simplistic way without having over complex environments needed, is just going into a meeting and doing a pre-meeting reset of your brain.

So just a few minutes before the meeting, before any high-stakes situation, just getting quiet and clear on what your intention is. So thinking, “How do I want to show up in this meeting? What do I need to contribute? Who do I want to be in this room and any outcomes that I want to try to influence?”

And just being super clear, because that, again, that gets your brain focused on a problem to solve, “How do I want to show up? What do want to say? How do I want to influence? What do want to do?”

And having that for yourself, so that some of those other thoughts, again, that we’ve maybe dumped out, but they’re not going to sneak in, we have a focus, we’re clear, we can focus on how we want others to experience and receive us, rather than getting in our head about not being good enough. So, pre-meeting reset, quick, clean exercise just to go in with great intentions.

The second tip I would say, in looking at emotional responsiveness, how do you respond under pressure? So if you think about some of the highest-stakes environments you may be in, maybe it’s a really difficult conversation, like I said, a big presentation or a meeting, sometimes those moments reveal what your executive presence gaps are.

So you’re just doing your own reflection after some of those moments. Did you get reactive? Did you react in a way that you felt good about? What was your thoughts on the conversation? What went well? What didn’t? What would you do differently next time? Nothing more complex than that, but auditing yourself and your emotional regulation and executive presence.

And then the third is just watching your own language and how you’re coming across in meetings. So are you hedging? Are you over-explaining? Are you qualifying everything through the conversation, or are you being really, really clear? So how are you signaling your executive presence? And how can you practice being clear, saying less, but with more conviction in those meetings?

Again, simple audit, but why that’s important is, if you do those reflections, it will also reveal your thinking. So it’ll ladder back to, “What was I thinking when I was going into those meetings? And how was I showing up?” So simple exercises that anybody can do.

Pete Mockaitis
Yeah. Well, and, Elisia, you got me thinking here. Nowadays, since the AI meeting assistants are ubiquitous, Fathom and a dozen others up in there, so you’ve got the recording and the transcript, and then you could even review it yourself or you could ask AI to zero in on some things like, “Hey, I’m working on executive presence such as A, B, C, and D. Could you highlight some things in this meeting in which I said that could use some improvement?”

And, again, my take with AI is, I never trust anything it says, but it can bring something to the surface for me to reflect upon, and that is useful in and of itself.

Elisia Keown
I love that idea. And I will say, the best feedback that you can ever get is, if you’re in an environment where you can have a recorded meeting and watch it back, it’s one of the most painful pieces of feedback, but it’s the best feedback that you can ever get, is just watching yourself speak. You’ll see it right away.

Pete Mockaitis

Certainly. I remember, I’ve had times where I was videotaping a buddy who was doing a speech and he asked me for feedback. I said, “Well, you do this thing where you kind of kept caressing your tie and it was a little distracting.”

He was like, “What? What are you talking about? No, I wasn’t.” I was like, “Well, I mean, I saw it like 10 times. You can look at the video.” And he said, “Oh, my gosh, Pete. I had no idea.” And so, yes, it really can be quite eyeopening and surprising.

Elisia Keown
Absolutely. You uncover the habits. I hope it was a nice tie. I bet it was worth it, right?

Pete Mockaitis
It was a great-looking tie, but no matter the tie, we don’t want to see you caressing it. It’s like, “What are you doing, dude? What is going on?”

Elisia Keown
Showing that tie off. It’s so funny. Subconsciously, you don’t even notice those things, right? Yeah, it’s such a great piece of feedback. I love that.

Pete Mockaitis
Lovely. Well, Elisia, tell me, anything else you really want to make sure to mention before we hear about some of your favorite things?

Elisia Keown
You know, I think that the number one mistake that leaders try… when they try to develop executive presence, they try to outperform it. They try to get more tactical. They work on the tactics versus the mindset.

And so, again, I know we said at the top, but I say, trying to do it through actions versus thoughts first, wrong way to go about it. And, especially, if you’re trying to copy somebody else’s style. A lot of times people will be like, “Well, speak like so-and-so,” or, “Model after so-and-so.”

Nothing wrong with taking elements of people that we see speaking and emulating that. But if you’re trying to duplicate it rather than do the work from within, I would say that would be my number one tip to walk away with.

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

Elisia Keown
Yes. Right now, I’ve been loving just choose your hard. I think it might be Codie Sanchez, it’s one of hers.

Pete Mockaitis
Okay. And could you share with us a favorite study or experiment or bit of research?

Elisia Keown

I have been digging into recently a lot of work on the ROI of coaching. So PWC and ICF did a study that talks a lot about the ROI of coaching to include that coaching has a five-to-seven X average ROI on executive coaching for leaders.

Eighty-six percent of companies, they report that they’ve recouped the coaching investment when they invest in those type of leaders, and they see 70% of improvement in work performance, which is wild.

Pete Mockaitis
Seventy percent, okay.

Elisia Keown
And then 70%, that’s a lot. And then a 50% reduction in leadership-related turnover, meaning, “I left because I was not loving who I was working with or for.” And we all know that boss is such a difference maker in how you experience work. And so people leaving, cutting 50% of that turnover, that’s incredible.

Pete Mockaitis

So it’s the coachee that did not turn over or the leader whose underlings did not turn over.

Elisia Keown
The leader whose underlings did not turn over because of their improved leadership capabilities. So that’s huge. That’s huge. And so, to me, I’m like thinking, like, that’s real even impact. So if you think about executive presence, it’s not a soft skill. It’s absolutely, it’s a lever to pull, and there’s a direct correlation to that financial impact.

Pete Mockaitis

Very good. And a favorite book?

Elisia Keown

I just read and finished Start With Yourself by Emma Grede. She is a British entrepreneur. And so she has this chapter in the book on money. I’ve read it a few times now and I’ve been talking about it with other executives, and it’s powerful. So if you haven’t read it, it’s a good one.

Pete Mockaitis
Okay. And a favorite tool?

Elisia Keown
I’m a big fan of the thought framework of The Model by Brooke Castillo. So we kind of talked about it, right? Her belief is you have thoughts that create your feelings. Your feelings will create those actions. Your actions create results. It’s a simple model, but it’s basically what we were talking about. It all starts with your thoughts. And if you can change your thought process, you can impact your results.

Pete Mockaitis

Okay. And a favorite habit?

Elisia Keown
So I’m a big fan of time blocking, planning, time boxing. And I don’t do it in the way of you just go through a to-do list and even time blocking on your calendar. I’ll take time blocking and I say, “This is the time that I have allocated to this, and there’s going to be an outcome.” So it’s not just like, “Just research the thing,” or, “Time to brainstorm.” It’s like, “This is the output and the deliverable that will be done at the end of this timeframe.”

Pete Mockaitis
You know, I like that a lot. I probably have ADHD, but I can relate to that notion, when you have a specific outcome, it makes it kind of exciting. It’s more like a game with risk and stakes and uncertainty. It’s like, “Am I going to be able to finish it? Well, I hope so, but in order to do so, I’m really going to have to stay on point.” And it just infuses a little more zip and interest into the thing.

Elisia Keown
Absolutely. I never thought about that way, zip. A little zip and interest.

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

Elisia Keown
Yeah, easy. ElisiaKeownCoaching.com. So it’s a tricky, tricky the way it sounds versus it’s spelled. So it’s E-L-I-S-I-A-K-E-O-W-N Coaching.com. And I love all the socials. I’m on LinkedIn. I have a podcast on all the major platforms, and to include YouTube. It’s the Executive Coaching Podcast. And we talk a lot about tips like this on there. So happy to give you some free support.

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

Elisia Keown
If you want to be a leader and you want to set these big goals for yourself, you want to move forward, get comfortable with the discomfort of leading. It’s not easy. If everybody was able to do it, they would, right?

And so growing, leading, it’s challenging. And so when that discomfort bubbles up, remember, it doesn’t mean stop. It doesn’t mean we’re doing something wrong, we need to turn around.

It is a signal worth listening to, but I would say, getting comfortable with the discomfort and keep going. You’re not alone out there feeling that way. And the world needs great courageous leaders that can move through that discomfort and go after the big goal, anyway.

Pete Mockaitis
All right. Elisia, thank you.

Elisia Keown
Thanks, Pete. I love talking to you as always.

1153: How to Confidently Negotiate for What You Want with Attia Qureshi

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Attia Qureshi shares simple techniques to build up your negotiating skills, one step at a time.

You’ll Learn

  1. How to take the fear and tension out of negotiating
  2. The simple trick to arrive at more win-win solutions
  3. How to feel comfortable making big asks and saying no

About Attia

Attia Qureshi is a negotiation and influence expert, former MIT faculty member, adjunct professor at the University of Michigan, and the founder of Attia Qureshi Consulting — where she has spent two decades helping leaders, teams, and organizations negotiate better outcomes in every room they walk into. Her work spans Fortune 500 boardrooms, university classrooms, and conflict zones around the world, where she has negotiated on behalf of the U.S. State Department in some of the most complex environments imaginable.

Resources Mentioned

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Attia Qureshi Interview Transcript

Pete Mockaitis
Attia, welcome!

Attia Qureshi
Thanks so much for having me. I’m delighted to be here.

Pete Mockaitis
Well, I’m glad to never settle, so I think we’ll get a lot of valuable insights here. Could you maybe kick us off? You’ve had some fun projects working with the FBI and the US Department of State. Could you perhaps no pressure, open us up with a thrilling high-stakes tale of persuasion, negotiation in action?

Attia Qureshi
So I’ll tell you about when I was in Colombia. The State Department had sent me to Colombia to get farmers to move away from growing cocaine to growing other crops like oranges. And this is a really hard sell because the cartel will come pick up the cocaine, hand you money, you can grow it on a small plot of land, and the cycle continues. They get money really easily, they don’t have to work with anyone else, and the cartel just comes and hands them cash.

But the problem is that, every decade or so, the cartel would come in and gun down the entire village. And so, while it was easy money and easy growing, the threat of violence was real. So they had an incentive to transition away. And I was at my eighth cooperative, it was 110 degrees, we were outside in a pavilion, and I have 40 middle-aged Colombian men looking at me completely unimpressed.

And they’re like, “Who is this young minority American woman who has helicoptered in to help us?” And so I start talking and, all of a sudden, out of nowhere, as soon as I’m getting started, there’s this guy in the back, and he opens up a case and out flies a drone. And it’s buzzing and the propellers are completely covering up the sound of me speaking. And I’m like, “What the heck is going on?”

So I paused for a second, and I had a translator and kind of an in-country handler with me. And I pull her aside, and I’m like, “What is happening here, Gabby?” And she was like, “Oh, well, he’s actually the co-op, he runs the cooperative, and he is also a mid-level cartel boss.”

And so what he does is at every cooperative meeting, he brings this drone, starts flying it around, telling the cooperative they’re going to get rich, from the drone, never explaining how, and distracts them so they keep growing the coca, which is benefiting him and the cartel, and never transitioning to another crop.

And so I have to do a little bit of self-work in that moment because I freeze for a second. I am a little bit scared, maybe a little bit more than scared. And I don’t know how to progress forward.

But then I take a deep breath, and that’s what I try to do every time I feel myself freeze in these types of situations, and I breathe out slowly because it reminds my parasympathetic nervous system, “I’m not under attack.” We have that fight and flight response.

So I take a deep breath. And then I have to rethink about, “Why am I here? I am here to help these farmers. I can help these farmers.” And, to be honest, someone has to stand up to this guy because these farmers don’t have the capacity, the security, any of it to do it.

So I look him straight in the eye as he starts his drone up again, and I say, “No.” And everybody freezes and everybody looks at me. Their mouths are open and they’re waiting to see what happens. And he tries to argue with me, and I’m like, “No, we have set ground rules. We have set norms for how we are going to have this conversation. If you want to participate in that way, you’re welcome to, otherwise I’m going to have to ask you to leave.”

And he leaves. And there’s this palpable sigh of relief in that moment. And, all of a sudden, everyone opens up, and they start engaging with the process and talking to me about how they might possibly transition to oranges, and what a business model looks like, and how they can get it to market, and who’s going to be responsible.

And so what we do is create a business plan for them and a process for how they’re going to operate over the next year. And they all sign it and the cooperative is still functioning and actually growing oranges and using that today.

But in that moment, there was a lot of pieces that I had to pull in for my own training. And, luckily, I have the muscle memory from building those skills where I was able to conquer that fear and work through that process.

Pete Mockaitis
Okay. Wow! So, takeaways, if there’s a cartel operator with a drone, you tell him no, and that works. I mean, what’s spooky is if you think of it in TV world, he leaves and comes back with a scary crew.

Attia Qureshi
Yeah, and weapons.

Pete Mockaitis
Yeah. And so I don’t know if you and the others were in fear of that very outcome in the moment.

Attia Qureshi
I will have to tell you that, so I was there with a cooperative for a couple of hours. In the moment, I wasn’t worried about him coming back with weapons, but to be honest, I was very worried for the next couple of days that he would find me in the town that I was staying in because it was very close by, and then just be like, you know, “I’m going to take care of her.”

Pete Mockaitis

Yeah. Okay. Well, yes. So, indeed, it does take something strong, trained, powerful within to go there. How do we pull that off?

Attia Qureshi

So everyone thinks that negotiation and confidence, not everyone, but a lot of people think negotiation and confidence is innate, that we’re born with it. And that is absolutely not true. It’s a skill that we have to develop over time and build, just like athletes and musicians build and become great at their vocation. The same thing with negotiation.

So I have built that skill and I’ve had time over the last decade to do it, but we have to treat it as a performance skill. We have to break it down into the smallest pieces and practice exercises in our daily life, in low-stakes environments, to get to that point where the muscle memory kicks in.

Pete Mockaitis
Okay. Well, what are the key skills that build up to become negotiation persuasion?

Attia Qureshi
Okay, great question because I want to talk about a few of those. The first one I’d say is the internal negotiation, the one you have with yourself, which a lot of us are failing at, and it’s what makes us quit before we even get started. And then we have understanding their perspective, data, and the ability to say no.

So I’d love to start with the internal negotiation because I think that is one of the most important ones because unless we are grounded and secure and firm in making an ask, and feeling comfortable going in and making that ask, and having a framework for how we want to do that, a lot of us feel like we’re going to fail before we even start.

We see it as something to avoid or something that we have to conquer because in movies, everyone is sitting across the table from each other, banging on the table, trying to hash it out, and it’s, you know, eat or be eaten type of situation, but that’s not how it has to be.

Pete Mockaitis
Okay. Well, to become comfortable at making the ask, is that really possible? I imagine that it would be uncomfortable, but you could do it anyway? But tell us, paint a picture there.

Attia Qureshi

So I’ll give you a little bit of a backstory for me. I grew up as a child of immigrants, and my parents were really great at being liked and building relationships, which we talk about as something fundamental to negotiation success, but they were terrible at making an ask. And my dad’s whole mantra growing up as a kid was, “Don’t rock the boat.” So I was initially very passive, but then I was bullied really severely in fifth grade.

There was a girl, Bethany. And Bethany had decided that I shouldn’t have any friends. So I sat in the lunchroom alone and I escaped to the classroom because it was so cavernous and lonely. And she had convinced my teacher I did that because I was shy. And so it was a heartbreaking year, but a really important lesson for me and the power of influence.

So I had the opportunity for a fresh start. We moved after fifth grade, and I decided not this time. I developed a really hard shell, an exoskeleton around myself where I was great at kind of faking it till I made it. I would assert a position, refuse to budge an inch and threaten to walk away, which is very positional negotiation. It’s the idea of that table and hammering it out and, you know, “Either I win or you win.”

And that had some success in the moment, but it had really terrible long-term consequences of having any relationships that lasted or wanted repeat interactions. So I went from the one side of avoiding completely to the other side of seeing it as something I had to conquer and dominate.

And then I was sitting in my co-author’s Power and Negotiation class at MIT a decade ago, and he said something that changed my world. He said I could get more out of a negotiation if I shared my interests, but also cared about their interests and built a strong relational foundation in which to work together.

And I was amazed because I realized I didn’t have to be that scared little girl inside. There was this middle ground that I call relational negotiation, or others called principled negotiation, where I could build a relationship, and we could have repeat interactions, and I could create more value, tangible value for both of us through this process.

And so to your question, “Can we change?” Yes. And I think this relational negotiation path is a way that makes a lot of us feel better about how we might enter into the negotiation because it doesn’t have to be the avoidant or the conquering.

Pete Mockaitis

Well, that sounds super. Can you share with us some best practices for doing that?

Attia Qureshi

So the first thing I would say is on the relationship side. People can always help you, it just depends on if they want to or not. So it’s a great practice to make sure that, around you, for the people that you interact with regularly, at work, at home, in your life, do you have a good foundational relationship with them?

And if there are areas where you can improve it, I like the idea of the technique reciprocity. Take them something small. Take them their favorite coffee. Take them a sweet treat. Take them, you know, tickets that you’re not going to use to some event. Anything small, it doesn’t have to cost you much, but it’s thoughtful for something they would like.

And the idea of reciprocity studies, I’ve found, is that it’s hardwired in us that we want to return a gift or a favor. So, at some point, they will want to return that to you. So what you’re doing is creating a virtuous cycle of improving the relationship so that, if down the road, you have an ask, they’re going to be much more likely to respond to it than they would if you have a negative or even neutral relationship.

But there are two caveats, because some people ask, “Well, what’s the difference between manipulation and influence?” And influences, in my perspective, it’s anytime you are trying to improve the situation for both parties, and if they found out what you were doing, they wouldn’t really care.

So improving the relationship without an expectation of anything in return is pretty great for both parties. But if you’re doing something that is trying to take something from the other party or is going to impact them in any negative way, that is what I would classify as manipulation.

Pete Mockaitis
Okay. So when you give something, it can be a manipulation if you’re trying to take something?

Attia Qureshi
Yeah, I mean, think about the idea of quid pro quo. Let’s say I buy you lunch and then I immediately ask you for something, that feels yuck. Like, “Come on, I know exactly what you’re doing here.” If I buy you lunch and I just want to do it because I want to improve our relationship, great. Then that’s just in itself, the whole goal is to improve the relationship. Maybe I might have an ask in a month or six months or a year, but that’s not my goal.

Pete Mockaitis
Yeah, I hear you. Like, if you’re scheming, it does have a different feel. And, especially, if it’s very clear that you’re scheming. Understood. And we had Bob Cialdini on the show, who was fantastic. I see he endorsed your book. Perfect Choice.

Attia Qureshi
So good. Yeah.

Pete Mockaitis
And we talked about reciprocity. And I remember it’s in the book he had, Influence: Science and Practice, maybe it was a previous version. He mentioned the phrase, “I know you’d do the same for me.” Like, don’t say, “It was nothing.” He was like, “I know you’d do the same for me.” And it’s funny. It’s, like, do you have any alternatives to that phrase you like?

Attia Qureshi
I really like to say, “Oh, it’s really my pleasure,” because I think that I don’t necessarily have to point out that they would do the same for me because, from what I’ve read, which Cialdini has done an amazing job on the research of this, it is hardwired.

So I think that they automatically have that feeling, and I want them to feel that I’m trying to do it graciously and I want to do it for them. And I think that makes people even more interested in reciprocating and responding.

Pete Mockaitis
Well, I like that a lot because it’s true, because it really is a pleasure to give someone something that they appreciate. It just feels good. People helping people and it’s gracious. It’s win, win, win. Okay.

Attia Qureshi
Yes, exactly.

Pete Mockaitis
Well, you’ve got a number of favorite negotiation exercises. I suppose, in your language, the small acts of kindness triggering reciprocity is what you might call a lemonade technique. But tell us about some of the others, like the best, fine, worst outcome exercise.

Attia Qureshi
So this goes back to the internal negotiation. And there are two things I want to talk about when it comes to exercises there. The first, we can talk about the best, fine, and worst negotiation outcomes.

So a lot of us have some sort of fear when it comes to entering into a negotiation. That’s what often stops us before we even get started or makes us freeze in the moment. And what you can do is, actually, in your head, close your eyes and think of, “What is the worst-case scenario here? Truly, like, what is actually the worst case scenario?” Then, “What is the moderate fine outcome? And what is the best case scenario?”

Because what you’re doing when you think through those, especially the worst-case scenario, is you’re inoculating yourself as you mentally think about that scenario to the fear around it and the worry of the feelings that come up with it.

And then I ask myself, when I look at those scenarios, “What is actually likely?  What is true here?” Because, then, we can start actually assessing, “What is our fear mentality that’s driving us?” versus, logically, rationally, once we diminish some of that fear and anxiety, “What do we actually think is going to happen? Likely, it’s going to be either the fine outcome or the best outcome.

Pete Mockaitis

You know, I found that super handy. And I’m thinking about one negotiation I had, it was high stakes, and I was practicing with another negotiation guru, Kwame Christian, he’s been on the show a couple of times.

And it was fun on a couple of dimensions with this approach because, one, he had us do a role play. But I was role-playing my counterpart, and he was saying, I guess, what I was going to say. And it was a cool change of perspective because it’s, like, “Hey, you know what? What you’re saying is actually pretty reasonable.”

Whereas, I thought, “Oh, he’s never going to go for this. I don’t know. Oh, maybe I feel like I’m pushing too hard.” And it was like, “Oh, no, what you’re saying makes sense. And I kind of like the offer that you’re putting out there,” just as I am playing that role there. So that helped me get recalibrated to what is likely. And, indeed, that is roughly where we landed at the end of the day. So that was really cool. An eye-opener.

As well as the worst outcome. I’m thinking often I’m a bit of a people-pleaser, and we always talk about, you know, these sorts of things. Well, there’s the outcome, the money on the table, or whatever. And then there’s the relationship. And I can often be too interested in the relationship, just out of people-pleasing tendencies.

And then I really thought to myself, “You know what? If I got a great…” in this particular instance, “If I got a great outcome, but the absolute worst-case scenario is every time that person heard my name in any context ever, for the rest of his life, he screamed, ‘I hate that guy, Pete Mockaitis,’” which is totally unrealistic. I’ve never encountered any human in any context who’s done that.

But it’s like, “Even if that were the relationship damage, I’d be okay with it in this specific instance,” usually I’m not at all. And that really was handy. I wasn’t using your language, but that is a nice systematic way to cover those bases, “Well, how can I get a sense of what’s likely?” “Well, what really is the worst outcome?” “Oh, that’s actually not so bad after all.”

Attia Qureshi

Yeah, I love that. And I love practicing it with someone else and doing the live role play. That’s leveling up the skill because now you’re actually saying the words out loud and working through. And that’s even more powerful when you say it out loud, which, actually, I want to touch upon the next skill that I was thinking of, because it goes to that idea of people-pleasing, which is using an emotion label.

So we have a lot of these feelings. A lot of people feel like they are people-pleasers, that they have a hard time on the relational side. A lot of people are avoiders. They don’t want to interact with that at all because they don’t know how to respond. They feel like they’re going to freeze.

Some people are worried that it’s going to turn into a high-conflict situation and they don’t like that high-conflict stress. So what we’ve developed is an emotion wheel. And what you can do is start looking at the wheel, because sometimes we don’t know what the feelings are, not in detail.

So we start with six really simple emotions in the center, and we get more detailed as we go out. And the power in this is looking at the emotion wheel, thinking through, “What am I feeling?” Look at the whole thing and identify as many feelings as possible. And you want to write them down.

And then you want to say them out loud. And what I do, if I can, is I say them over and over again, because studies have shown, like MRI, brain studies have shown that when we do that, and we say them out loud, the feeling diminishes, and our rational brain gets re-triggered.

So our parasympathetic nervous system and our prefrontal cortex, all of a sudden, get re-triggered and we become more rational when we do that. So if I’m worried, you know, I had a big client conversation, a negotiation I had to have with a longstanding client. I’ve been working with them for five or six years now.

And I hate having the contract conversation. I absolutely hate it because I love the relationship so much and we’ve been working together for so long. And I recognized that I had avoided it for a day. I had avoided it for a week. And, finally, I was looking at my to-do list, and I was like, “Okay, I am afraid of damaging the relationship. I am afraid. I am afraid. I am afraid. I am afraid.”

And that helped me lessen that fear in my body, re-trigger my prefrontal cortex, and take the step to email them, saying, “Hey, can we chat about this?”

Pete Mockaitis
And what happened?

Attia Qureshi
Well, if we think about the best, worst, and neutral-case scenario, it went exactly as I expected. I made an ask, they countered, and we agreed upon something totally reasonable.

Pete Mockaitis
Yeah, that’s great. That’s great. I’m reminded, we had on the show, Dr. Steven Hayes, who is famous for creating acceptance and commitment therapy. And I think he calls this notion defusion, is that if you say the word again and again, and it could be an internal dialogue, you made a mistake, you feel like an idiot, you think, “Idiot. Idiot. Idiot. Idiot,” or, “Afraid. Afraid. Afraid.”

It just kind of loses its oomph, its emotional charge and power. And then “Afraid,” or, “Idiot” just becomes…it’s just a word, it’s like, “All right. So, yeah, afraid. That’s a thing. That’s a word. It’s there.” But it’s not in charge, pulling the strings, calling the shots.

Attia Qureshi
I love that. I might start using that terminology because I really like it.

Pete Mockaitis
Oh, yeah. Well, he’s great, check him out, Dr. Stephen Hayes. Okay. Well, let’s hear also about the say their name technique.

Attia Qureshi

So this goes back to relationship-building, and sometimes people say, “Well, there are people that I interact with one time, right? Like, that’s just a one time interaction.” And, for me, let’s think about the airline agent because it’s a perfect example of when we feel high stress, flights are canceled, flights are delayed, we’re stuck somewhere, we’ve got to get to work, we have kids at home, whatever it is.

And we have been standing in line for 20 minutes, which is already making us really frustrated. We get to the front of the line, and this is happening, obviously, to a lot of other people. We can either vent our frustration or we can take a moment, and this is, I’ll get to say their name, but this is another skill of having a little bit of empathy toward what they’re facing.

Like, if we can pause and take that breath, and we know our interests, but can we understand what theirs are? Which, in that moment, they’ve probably been yelled at for the last hour. They probably want to just have a breather. They want to be treated like a human being, and they want someone to just talk to them calmly and see if they can figure out, because they’re fundamentally there to help them.

So understanding those interests, taking a breath. And then what I like to do is I look at their name tag, and I had this happen to me when I was going to Charleston for work, and I said, “Hey, Regina, it seems like this is a really bad travel day.”

So I used her name and I also just picked up on what I noticed going on in the environment because she had had a huge line of people, and I’d been waiting for a while. And she took a deep breath and was like, “Ah, yes, it has been one of the worst travel days of the year.”

And what I did was, instead of her furiously typing and looking at the screen, she made eye contact with me and paused for a second, and we recognized each other as humans. And that small connection, when I then went on to explain my situation, made her feel just slightly more invested in helping me.

And she did figure out, rather than getting to Charleston at noon the next day on a Monday, and I would have missed the entire opening of a conference, she got me there by midnight. And she didn’t have to go out, like no one has to go out of their way to help you. They don’t. It’s kind of their choice on how much effort they’re willing to put in.

And so using someone’s name triggers something deep within them that makes you connect to them on a human level. And so it’s a way to get to the top of their attention list, make that connection, and then it really helps open up the way for your negotiation.

Pete Mockaitis

And I’m intrigued, Attia, there’s often – we’re using names, right? You’re teaching me already.

Attia Qureshi

You’re doing great.

Pete Mockaitis

This notion that they can always help you, I think that’s generally true in terms of humans, professionals, friends, colleagues, acquaintances interacting, and living life. In a particular customer service scenario, I am wondering, though, is they’ll say, you know, “That’s the policy. This is all that we can do.”

And, well, now you got me wondering, it’s like, “Is it really the policy? Is that really all they can do? Or do they, in fact, have more capacity to help me?”

Attia Qureshi

I have almost always found, I can’t think back to a time where someone was incredibly rigid with me, that there’s somewhere else we can go with the conversation. Sometimes they are at their limit, but they can usually call someone who can expand the options.

So if they are being really firm about the policy, then I would say that was ineffective influence because they don’t want to help you anymore. But if they open up the options and say, “Hey, I can call my manager. Let me check on this piece of it,” which usually people can do, then there is a path forward.

Pete Mockaitis

Okey-dokey. Yes, that’s handy. And so, in addition to using their name, forming a connection, kindness, in these specific contexts, do you have any other pro tips? Like, folks, they’re working from a script, an operational flowchart playbook, as opposed to the wide world of creative win-win collaboration is in front of us.

Attia Qureshi

Yes, that goes back to what I mentioned about understanding their perspectives and having empathy for what their interests are. And that’s another really key negotiation skill, whether with these customer service agents or anybody, because we’re actually pretty good if we can take a step back from our own lives and situations and put ourselves in their shoes.

We’re pretty good at guessing most of their interests. We might not get it 100%, but we’ll probably get it somewhere between 75 and 90% correctly. And so when you do that, what you’re doing is you can have a conversation about that as well. You can say, “Man, you must be having a really long, hard day. It sounds like there are a lot of people who are facing cancellations, and I’m sure there are people who are angry.”

And what you’re doing is just guessing and empathizing with some of those interests or some of those things that they are facing, which, again, makes them a lot more sympathetic to you because you’re taking a moment to showcase that you can see what they’re going through.

And in other negotiations, let’s say it’s a salary negotiation or a promotion negotiation, it’s even more helpful because, if you can understand your boss’ perspective in that conversation, you develop more options or more pathways in the conversation to proceed, where they have budget limitations, I’m sure, right?

They have cycles in which they are allowed to work. They have pressures from their own superiors, etc. And when you start guessing at those interests, what you can do is broaden the way that you’re thinking about a negotiation by bringing in other opportunities for conversation.

Where, if it’s salary, and you still need some tangible value, but you know that there have been budget cuts, are there other ways to talk about value? Are there ways to talk about it with equity or bonuses or childcare subsidies or transportation cost coverage? And a lot of those items come from different budget buckets.

Pete Mockaitis

That’s good. And you also suggest that we do ourselves quite the favor by practicing negotiation in low-stake situations. Can you give us some examples of places where we might do just that?

Attia Qureshi

So let’s think about, you know, you have a friend or a partner or a spouse that you’re going to grab dinner with over the weekend. Super simple, low-stakes scenario. And what I want you to do is write down what you care about. What are your interests when it comes to an evening out with that person? And then guess what their interests might be.

And then show them your list, and see how accurate were you when it came to guessing their interests, right? Maybe you recognize that your friend is trying to be more healthy. Maybe you recognize that your partner really likes novelty and wants a new place to go.

So you can write down all of those interests and share it with them and see how close you’re getting. And it starts putting you in the mode and mentality of thinking about your own interests and guessing theirs and seeing how well you’re doing at that.

Pete Mockaitis
Okay, that’s super. And any thoughts on rejection?

Attia Qureshi
Rejection is brutal. And I will say that it does get easier, but I don’t know if it gets less painful, if that makes sense. I can just put myself through rejection more frequently. And I think of negotiation is anytime you’re trying to influence the situation with another person.

So it’s happening dozens of times a day with your childcare, or with thinking about food, or thinking about your neighbor whose music is really loud, or at work on who’s going to get how much workload, etc.

So it’s happening all the time. And that means that there are many, many opportunities for rejection. That’s just how it works when you’re going into a situation and making an ask or trying to resolve something.

And I think that if we can practice seeking out rejection in little ways, we can inoculate ourselves to getting more comfortable at rejection. It might still hurt. I’m not saying it’s not going to hurt, but it’s easier for us to go and get rejected and get over that pain more quickly because we’re building up our immunity to rejection.

So, for example, you could go, and when you go out to dinner, you could ask for something off menu. You could go to a coffee shop and ask for a particular drink that isn’t necessarily available or in season. And what people will find is that it’s actually harder to get rejected than you expect. And when you do get rejected, yeah, it might suck for a second, but you get over it a lot faster than you think.

Pete Mockaitis
Yes, that’s handy. I remember getting lots of rejection letters for a book proposal, and it was the best thing because, like, “Hey, you know what? This is not so brutal.” And it made being rejected, I’d say, forever, after that, not as terrible.

Attia Qureshi
Yeah, and I love hearing that because I think a lot of other people have a really high fear of rejection that goes back to our feelings around a rejection and kind of what we tell ourselves about that rejection. But if we can look at that narrative we are telling ourselves and ask, “Is this true? Is it really true that I am unworthy or I am not good enough? Or is that something I’m just telling myself?”

And you can keep moving forward and continuing with those rejections that changes the whole game, because then you can go out and make bigger asks and make more asks. And, ultimately, at the end of the day, I want everyone to have more, more time, more money, more energy, more resources.

And, yes, sometimes you’re going to get rejected, but the more you ask, the more you will get. There’s this fascinating study that talks about how somewhere around 65% of people never negotiate their first salary, which will cost us somewhere between one and one and a half million dollars over the course of our career.

But people who do negotiate, somewhere around 87 to 90% of the time will get something out of it. So we overestimate the amount of failure we’re going to receive, which is meaning that we are getting so much less than we deserve.

Pete Mockaitis
Understood. Wow, thank you. Those are big numbers. Well, before we hear about some of your favorite things, could you share, are there any other super techniques, tactics, tips that you want to make sure you put out there?

Attia Qureshi
Yes, two more. So one is objective criteria or external benchmarks. Data shows that we hate talking about money. We don’t like it. We don’t want to bring it up. And what’s even more interesting is that people also wish it weren’t so taboo.

So what you can do, if you’re struggling with that, is go do some research, use AI, use ChatGPT or Claude or Gemini, and type in there what the context is for your situation, and ask for a range of what makes sense for that number to be. And that makes it so it’s not you bringing a number. You’re bringing data that supports a number.

But what I also want to encourage people to do is put the number out there that is most favorable to you to start. And that’s what we call anchoring because, generally, we stay around the first number that’s put out there. So data is very helpful with that piece, and anchoring gives you lot of power at where the negotiation goes.

Pete Mockaitis
Now, just to be clear with the AI, I guess I’ve just been lied to so many times by these darn things. I presume you mean you’re using that as a research tool to land at a quality verified source for the number.

Attia Qureshi
Yes, good qualifications. Yes, it’s a good starting place. Ask it for the data and then go double-check on what it’s providing you and make sure it’s verified correct.

Pete Mockaitis

Okay, certainly. And you had a second one.

Attia Qureshi

A second one is the ability to say no. A lot of us, especially people-pleasers or people who like to be agreeable, care about the relationships, have a very hard time saying no. Saying yes is costing you.

It’s going to cost you down the road because it ends up creating burnout. It makes you overworked, overtired, or the other person ends up unhappy because you were unable to fulfill what you committed to.

So the power of no is really important in our lives, but it’s also important in a negotiation because they can smell it on you if you have the confidence, in your body and in your tone that, “Hey, I am willing to walk away because no deal is better than a bad deal.” You can look for another deal tomorrow.

Most of us are in privileged situations where, yes, it might suck that we would have to go look for another deal, but we could. We can. And no deal is better than a bad deal because you’ve already got the momentum going to find a deal.

So having the ability and the confidence to be able to say a no in a negotiation, and there’s a way you can practice that the next time someone close to you with a relationship that can withstand some pressure asks you for something, just say a firm, flat no.

Kind of like I did with the Colombian guy. And, of course, later, you can go back and explain and share what you were doing, but it’s a firm, flat no. No equivocating, no explaining. Because once you are able to give that flat no, giving a kind, polite no becomes way easier.

Pete Mockaitis
And I love that notion about the context of your available alternatives. And I’ve had it happen at my own entrepreneurial life as well as others that I’ve talked to. It was like, “You know what? I’ve got a lot of stuff going on. Someone’s asking me for a project.”

It’s like, “You know what? Right now, if you want me to do this project, it’s going to cost you – bam! – big old number,” and that’s like real. It’s like, “For me to assume more stress and responsibility right now, this is what it’s going to take.” And sometimes they say yes on the other side, it’s like, “Oh, maybe I should always put out that number.”

Attia Qureshi
Yeah, it’s true. It is so powerful in, first, helping us figure out what the value truly is on our end, and making sure that we are putting our resources where they are most worthwhile, and not sacrificing on relationships or our own mental health and wellbeing because we say yes too often.

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

Attia Qureshi
I think it would be, and I’m not going to say it perfectly, “A small group of people can change the world. In fact, it’s the only thing that ever has.”

And when John and I started out, John said something to me about how he had studied under Fisher and Rye, and Fisher had been part of World War II, and had seen the destruction and calamity there and wanted there to be a better way for people to negotiate and interact with each other.

And this relational or principled methodology offers that because it’s about relationship-building and creating value for both parties. And if we could all make one move toward that, how much better is our world because we are working collaboratively to drive value for not just ourselves, but a collective.

And that is so meaningful to me and it’s why I teach in addition to consult, because if I can get my students to do that and the ripple effect of that continues on, it makes an impact.

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

Attia Qureshi
Frans de Waal started this study, and then Sarah Brosnan followed up on it, on how much we care about fairness. And Sarah did a study with capuchin monkeys on having them run a task and seeing what the results were, and getting different kinds of treats.

And what she found was that fairness is really deeply hardwired in us. We all want to be treated fairly, which goes down back to, like, do a relational negotiation, right? We all care about fairness and we’ll punish people if they are not treating us fairly. And it’s just such a great study. So I love that.

Pete Mockaitis
All right. And a favorite book?

Attia Qureshi
I really love, “The Alchemist.”

Pete Mockaitis
Okay. And a favorite tool?

Attia Qureshi
I don’t know, is breathing allowed to be a tool?

Pete Mockaitis
Oh, certainly, yes. What approach to breathing?

Attia Qureshi
My favorite approach is that you breathe in for three or four, hold it for three or four, and then breathe out really slowly for six or eight.

Pete Mockaitis
All right. And a favorite habit?

Attia Qureshi
A few minutes of meditation. Meditation has been one of the only things that has been proven to shorten the time that we stay in fight or flight.

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

Attia Qureshi
“Most people can help you, it just depends on if they want to or not.”

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

Attia Qureshi

AttiaQureshi.com. And I actually do have a static emotion wheel and then an interactive emotion wheel on my website under AttiaQureshi.com/emotions, if people are interested in having access to a tool like that.

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

Attia Qureshi
Negotiation starts small. We don’t just become great negotiators. So just pick one exercise that you heard today and try it and see what happens. And you can go from there, but just start small. Start with one small thing today and see what happens.

Pete Mockaitis
All right. Attia, thank you.

Attia Qureshi
Thank you. It’s been a pleasure.

1144: Getting More of What You Want through the Art of Persuasion with Joshua Bandoch

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Joshua Bandoch reveals how to persuade better in accordance with our natural human wiring.

You’ll Learn

  1. The major misconceptions hurting your persuasiveness
  2. The six moral tastes to appeal to for more persuasiveness
  3. How to get your stories to really resonate with people

About Joshua

Persuasion expert Joshua Bandoch has spent over a decade uncovering the secrets of persuasion. He’s mined psychology, neuroscience, economics, public policy, and history for cutting-edge techniques that work. He’s put them to use in hundreds of speeches written for senior government officials delivered to just about any audience. 

Bandoch uses and refines these persuasion techniques on a daily basis as a think tank leader, where he crafts and communicates policies on issues like poverty, social mobility, education, and the economy to politically diverse audiences, including elected officials, local and national media, and grassroots activists.

Resources Mentioned

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Joshua Bandoch Interview Transcript

Pete Mockaitis
Josh, welcome!

Josh Bandoch
Pete, it is a pleasure to be here. Thank you so much.

Pete Mockaitis
Thank you. I’m excited to talk persuasion. And can you tell us what’s perhaps the most surprising and fascinating thing you’ve discovered about persuasion from all your years of studying it?

Josh Bandoch
Maybe we’ll start with this one, which is that persuasion, people think persuasion is about getting somebody to do something. And it’s actually much more about removing barriers to doing things.

And if you don’t understand what’s stopping somebody, they’re never going to actually do what you want them to do. So unless you remove those barriers, you’re not going to persuade anybody to anything, because there’s always that thing somewhere stopping them.

Pete Mockaitis
It’s about removing barriers instead of, I guess, incepting them, like, “That’s never occurred to me before. How wonderful. I’d love to do that.” It’s less of that and more of, “Oh, you got to hangup over here. Well, let’s address that.”

Josh Bandoch

Well, so it could be, and sometimes, “That’s an amazing idea,” and still, they’re not going to do it unless you remove a barrier. It’s something that we don’t think about. So we can talk a lot today about things you can say and do to increase the chances of getting people to do what you want.

My book is called How to Get What You Want, and there’s a lot that goes into that. And one thing that we don’t think about is, no matter how brilliant we are, and how tight our reasoning is, and how high our emotional intelligence is, how great all the other tools and strategies that we can talk about today, if we don’t remove that barrier, someone is going to stay stuck and they won’t do what you want them to do.

So you have to look for those barriers and we can talk about how you can do that.

Pete Mockaitis
Okay. Well, yeah, I do want to get into that. And maybe to zoom out a little bit, what would you say is sort of the big idea or core thesis of your book, How to Get What You Want?

Josh Bandoch
So maybe let’s start by thinking about what persuasion isn’t and what it is. So I think another thing that’s kind of related to this is that people tend to misunderstand persuasion.

There are three really common misconceptions that I encounter whenever I talk about this – workshops, lectures, whatever. The first is that people think that persuasion is about winning. And, Pete, if I win against you, what does that make you?

Pete Mockaitis
I’m a loser.

Josh Bandoch
“Loser!” And do you want to work with somebody who makes you feel like a loser?

Pete Mockaitis
No.

Josh Bandoch
No, not at all. And then people think it’s about convincing somebody to think just like them. And the trouble with that is that the Latin root of the word convince actually means to vanquish or to conquer. And conquest is barbaric, it’s not persuasive.

And then people think that persuasion is all about just making the right arguments. Well, I got into this, but the reality of how this thing, the human brain works, is that we feel first then reason. And so when you just start by launching your logic at people, you’re missing the entire boat.

So kind of big picture, staying zoomed out for a minute, I think persuasion has three parts or three steps. Step one is to adopt what I call the persuader’s mindset. And this is a little bit counterintuitive because it’s not how we’re wired. And we’re wired to think about ourselves, and you need to put them first because you’re trying to persuade someone else to do something. You’ve already persuaded yourself that you’re right.

Step two is to use knowledge of how the human brain works to your advantage. So what I dive into in part two of the book is all the ways that we’re wired, and just accepting those cognitive realities, challenging some of them more like, I hate some of the things that are there. I absolutely hate it.

And yet, that’s just how all 8 billion of us are wired. And so my recommendation is navigate those cognitive realities instead of fighting them. And then the third part goes into it’s a little more tactical, some techniques you can use to further enhance your chances of getting what you want. That’s the super zoom out version of it all.

Pete Mockaitis
Okay, super. Well, that all sounds really fun. I’d love to dig into some of those, you know, tactical tidbits. But can you tell us, really, what’s at stake in terms of if we’ve mastered this well, that’s your subtitle, “Mastering the Art and Science of Persuasion,” what do we stand to gain or lose if we master this art and science versus if we kind of continue chugging along, you know, as mediocrely persuasive in our professional lives?

Josh Bandoch

Yeah, the difference between having a great idea and having someone else embrace that idea is persuasion. You might go to your boss and say, “Boss, I have a great idea.” It might truly be a great idea. And if you don’t present that idea persuasively, then it’s not going to land the way you want it to.

And then, I mean, sometimes we think we’re being persuasive and it’s actually the exact opposite – we’re being aversive. And one of the big motivations of writing this book is that I’ve just encountered so many brilliant people, whether it’s in academia or in sales or fundraising or whatever, that are super smart and it’s not what they’re saying. It’s how they say it.

And because they don’t deliver their information, their ideas, persuasively, they either don’t get anywhere or they don’t get nearly as far as they could. So that’s the difference. Do you want people to embrace your good ideas?

Pete Mockaitis
Could you tell us a story of someone who upgraded their persuasion art and science skills and saw cool things come from it?

Josh Bandoch

I’ve coached people close to me on getting raises and getting promotions. And these are people who are terrified to advocate for themselves, even though they were doing great work.

Consistently got great reviews and paltry raises. Especially when the opportunity presented themselves, when they were asked to take on more responsibility, I coached them to advocate for themselves persuasively, to really understand what their organization needed.

And then to show how they could just over-deliver on those needs, especially if they were being asked to adopt more responsibility, and then say, “By the way, since I’m adopting more responsibility, and I’ve been over-delivering, like, maybe now is the time for a salary increase or a promotion or both.”

Pete Mockaitis
Very cool. Well, can you tell us like what kinds of promotions we’re talking, or what kinds of money dollar increases we’re talking?

Josh Bandoch
In one case, it was just basically, “Hi, we need you to take on this new role. It’s going be a lot more responsibility, and we’re going to give you a title that, at best, would seem like it’s a lateral move” to getting a title that was two levels up.

And instead of getting no pay increase, I think it ended up being about an $8,000-pay increase plus like a $5,000 bonus. That’s not bad when none of that was on the table. All those gains compound over time.

Pete Mockaitis
Certainly. And it’s so funny, I think I’ve been learning recently, with regard to titles, like, I used to not care. I was like, “Oh, who cares? It’s just a title, whatever.” I’m coming to learn, you know, who cares is the next person hiring you. That’s who cares. And then the money dollars attached to those roles. So that’s who cares.

Josh Bandoch
A hundred percent. And it doesn’t cost your current employer anything to give you a better title right now. And then two things happen, when you apply for that next job, then you have that better title and they don’t know that you’re underpaid.

So, also, once you are in a higher title, even if you tell your employer, “Look, just give me a better title,” six months down the road when you’re over-delivering, then you say, “Look, this is the pay range for this title, and I’m below or at the very bottom of this pay range, and I’ve been over-delivering,” and now they see you in that role and they can pay you in that role.

Pete Mockaitis
Okay. Very good. Well, let’s walk us through these three components then. So, the persuader’s mindset.

Josh Bandoch
We are wired to think about ourselves, which makes sense. It’s a survival mechanism.  If we didn’t think about ourselves, who would? So when our ancestors, many moons ago, they were wired to be sensitive to threats and take care of themselves, and that’s why we’re here today.

And actually, we love talking about ourselves, too. People talk about themselves 60% of the time, and on social media that raises to 80% of the time. Talking about ourselves generates the same sensations in our brain as sex and money. So it feels great.

So we adopt what I call a me-first mindset. The trouble with that is that, Pete, if I’m bringing my me-first mindset to our conversation, what does that mean for you?

Pete Mockaitis
Then I’m second.

Josh Bandoch
At best, right? At worst, it’s going to be extremely annoying, or you’re going to feel like neglected, disrespected, whatever, because you’re trying to share some of your feelings and thoughts with me, your perspective, and I’m just, “Nope, it’s all about me, it’s all about me, it’s all about me.”

And so my recommendation is that we flip this, we adopt a them-first approach, that we put them first, because the goal is to persuade somebody else to do something that you want them to do.

So how do you do this? Well, by putting them first, you’re really understanding them. So that starts with listening. And what you’re looking for when you listen is opportunities to share action, because that’s what persuasion is. And there’s always going to be overlap. And if you listen hard long enough, there’s going to be way more overlap than you expect.

And, ideally what you’re listening for is for your counterpart to recommend what you want to do. So instead of going to meet with your boss, and saying, “I think we should do X, Y, and Z,” or, “I want X, and Z,” you could just ask them, “How do you think we should proceed?” and then let them talk.

And then they’re going to probably identify a couple ways to proceed that are exactly what you wanted or even better than you wanted, and then you just do those things, and then maybe you can add a little bit on top of that.

But by listening and identifying areas for overlap, that’s the best way to share access with somebody because that’s what they want and overlaps with what you want.

Pete Mockaitis
Could you give us an example story of this in process?

Josh Bandoch
Yeah, so I used to work in fundraising, just sales for a nonprofit. And most fundraisers approach, and just most salesmen approach sales this way. They say, “Hey, I have this great product, and this is why you should want this product. This is why you should move over to our product, or whatever, buy from me.”

And the trouble with that is that, in fundraising, a lot of people kind of get it backwards. I think that fundraising is 99% about the investor, the potential donor, 1% about the organization, and 0% about the fundraiser.

But a lot of people make it way too much about the fundraiser, or the salesman way too much about the organization. And these donors, they see the organization as a vehicle to realizing their vision for a better, whatever it is, education, healthcare, whatever, pick your favorite nonprofit space.

So when you bring your why to them, that may not be their why. So what I always did is I just listened, listened, listened. And I actually thought that I failed once, and then I’ll give you a success story, but I went up to a guy in Wisconsin. He had given us money off of a letter.

People give money off of direct mail, which is wild, just, “Here, here’s money. I got a letter from you. Amazing. Cool.” So I drive up there, and I sit in this guy’s office, in his house, about an hour and a half, and he talked 85-90% of the time.

And I was new and I thought my job, selling my nonprofit, was to tell him all the amazing things that we were doing. And I’m like looking for ways to interject, and this guy just wouldn’t stop talking. I was like, “Oh, my God.”

So the meeting was pretty much over, and I’m like, “I am such a failure.” I went to my boss and she’s going to be like, “Dude, man, you messed up.” And then he said to me, he said, “I have such a better idea of what you all do now.” And I thought, “No, you don’t. How could you possibly?”

And then I realized I was dead wrong, and he was completely right, because he felt like he was connected to me and my organization. I had said just enough to help him understand, “Yeah, yeah, like, we’re on the same page,” and that was all he needed.

Pete Mockaitis
So in practice, when we’re making it all about them, what are the things we should do and not do in those conversations?

Josh Bandoch
Start by listening. And there are three ways to listen. You can listen passively, just, essentially, close the front door and open your ears, right? We have one mouth and two ears for a reason. So use the ears way more than the mouth.

And even in simply listening, you form that connection, and people love to be listened to and feel heard. So listen passively first, practice that, which is really hard for a lot of people.

The second step would be to actively listen. Ask them questions that really just open up information, say, like, how or what questions that can’t be answered yes or no, and just let them talk. But you’re gathering information about important topics.

Like,“What are your priorities in your philanthropy?” “What are your priorities with our team?” whatever it is, right? Eventually, you’re going to move to what I call proactive listening, which is moving the conversation in a way that is going to align with your needs but also really meets your needs.

So then you’re asking questions like, “How do you want to proceed?” And then they’re going to tell you, and at least part of how they would proceed is going to probably work for you really well.

And if they lay out something that is a complete disaster, then you say, “Nah, that doesn’t work for me.” And if you can do all these things, you become what I call the ultimate listener, and you’re a phenomenal listener who knows how to listen to get what you want.

And that’s the best way to put them first is to form those connections, demonstrate understanding, find all the ways you can work together. People think this is impossible, but, so, part of my work is in public policy.

And people who are on different sides of the aisle, some of the partisan warriors think, “I can never agree with that person.” And people who are on totally opposite sides of the aisle, I can look at many areas of overlap. I find it because I look for it.

And a lot of people just don’t want to look for it, but it’s always there, whether it’s on policy issues or sales or your boss or whatever. There’s always a ton of overlap there. So find that first.

Pete Mockaitis
I like that a lot, and particularly that question, “How do you want to proceed?” Because I’m thinking about when I’ve been on the receiving end of sales pitches, a lot of the conversation is not how I want to proceed.

I’m hearing a lot about, “Okay, all your features, the demo of the software, the history of the founder and the story, yada, yada.” And so I guess what I really, really want to know most of all is bring me the juiciest evidence that you can, in fact, solve my problem, make my world better.

And so a lot of times if that’s like a marketing or operations kind of a thing, it’s like, “Show me some amazing case studies with really rich, lots of numbers, and folks very much like me who did a thing and saw the result. Like, yes, like that gets me excited.” As opposed to, “Okay, I guess that’s cool that you can do that, but what I really want to know is that this is for real.”

I’m thinking about like AI stuff, for example. I don’t know how many times I said, “Wow, that sounds like an amazing AI tool. Oh, except it won’t actually do what I want it to do. So I guess I have to move on to the next.”

Josh Bandoch
Because it doesn’t meet your need, right? So unless I know what your needs are and I can frame things in terms of your needs, we aren’t going to get anywhere or we’re not going to get nearly as far as we could.

If I understand, “Okay, so like, what do you need from your AI tool? Okay. Like there are these three things. Does my AI tool deliver that? Oh, yeah, it does. And it delivers all them. And on one of these, we are best in the business. So, Pete, you know, cut me if I’m wrong, please, these are your three priorities with what you need from AI. Yeah, okay, cool.”

“Here’s how we can meet those needs. I want you to know we are best in the business with this first one, and it’s super important. And here’s what distinguishes our product. We’re really good with these other things, too.”

If I, instead, go in there thinking that there are three totally different features that you should want, and you don’t want them, oh, it’s like, “You know what you need to eat for lunch? Pizza.” And you’re like, “I don’t want pizza.” “No, no, like, you need to eat pizza.” It’s like, “Well, actually, I wanted a salad.” “Hey, you know what you need? Pizza,” right? Like this isn’t going to get us very far.

But if I understand that you want a salad, like, “Ah, what do you want in your salad? Oh, yeah, I can provide that.” And a lot of people try to force feed people to see things the way that they see them. And there’s only one person who sees things the way that you do anyways. That’s you.

Pete Mockaitis
Yeah, well said. Okay. Well, now let’s talk a little bit about understanding how we’re wired and accepting these cognitive realities. Tell us, what are these troubling realities that we want to fight against and not accept?

Josh Bandoch
So there are four cognitive realities that I dive into in part four, and it all starts with this first one. And I hate it because I’m a former academic, and academics are taught, you know, tight reasoning, well-written sentences, blah blah blah, that stuff, peer review.

So academics think, “Launch your logic at people and, you know, like, the best logic and reasoning and data will, like, win the day.” And this is how our brains are wired. We feel first, then reason.

Sometimes it’s feel but reason, sometimes it’s feel than reason, sometimes it’s feel and we never get to reasoning. We’ve all been there. I have. So what does that mean? That means that persuasion starts with feelings. So we need to start with feelings.

So it turns out that people who, through brain damage, lose the ability to emote. Their reasoning is actually impaired. So emotions actually improve our reasoning.

So what this means, partially, is that the logic-first approach to persuasion that a lot of people adopt, it’s actually illogical because it’s not how our brains are wired. And I fought this for a long time, and I’ve just embraced it because our feelings, our emotions, our intuitions, they’re really powerful, they’re really quick, and they’re grounded in reasons.

When you something doesn’t feel right, when you reflect on it, there’s almost always a good reason for that. So, boom, I just want to trust my intuition.

So you have to think about how you want your audience to feel and how you’re going to generate those feelings, and also understanding how your audience is feeling because maybe now is not the right time to engage somebody, or you just need to get a pulse on them.

So here’s a really stealthy way that your listeners can figure out how somebody is feeling. Ask them. So instead of asking, “What do you think about this product?” “What do you think about giving me a promotion?” “What do you think about…?” whatever it is, fill in the blank?

Ask somebody how they feel about something. And this generates a radically different answer. Because when you say, “Think,” okay, you have to pause, “Brain do this thing.” Feeling, it just comes out.

So just test this a couple times. I encourage your listeners, just test it on like a friend or a spouse or partner, whoever, “How would you feel about X?” And you’re going to get such different answers, their unguarded answers, the mask drops, and people just tell you truthfully. So then you know how they feel about something.

“How would you feel about doing this thing?” They’ll tell you. So you have to start with feelings and just accept that that’s a cognitive reality. It begs the question, “What feelings are persuasive?” and I’ll get there, but I’ll pause just for a second.

Pete Mockaitis
Well, I like that distinction a lot, asking, “What do you feel about this?” as opposed to, “What do you think about this?” Because I’m just thinking about any number of questions, like business-to-business enterprise, you know, big kinds of transactions in terms of like, “What do you feel about this?”

Like, “Well, I guess I’m kind of worried that you’re going to go out of business in three years, and we’re going to be kind of in a tight spot because we’re already, like, roped into your solution.”

It’s like, “Oh, okay, that’s much better than ‘What do you think?’” It’s like, “Oh, this appears to meet our future needs.” You get very different answers and they’re probably the ones that you want, just by asking, “What do you feel about this?”

Josh Bandoch
The thinking question gives you guarded answers, “Well, I don’t know. I have to think about it. Let me go back to my team,” whatever.

People don’t, whether it’s buying a house, buying a car, you know, or making a big multi-billion dollar deal, those things, ultimately, they all start with feelings. Even if you just feel like, you know, “Ah, you know, I don’t know if I can trust this person,” or, “I trust Pete, unquestionably. So if he tells me we’re good, I feel good about this.”

So if I say, “Pete, look, I mean, how do you feel about this?” You say, “Josh, I feel great. You know, I think this is a great idea.” And you’re like, “Man, you know, it’s like…” And I’m like, “Well, what makes you feel that way?” “Here, look, we’ve been working together for years. I totally trust you. Cool.” Right? Like, what more do you need to know?

Two questions, the feeling question and the follow-up feeling question, “What makes you feel that way?” Okay, boom, there you go. And these are quick, unguarded, intuitive reactions that are grounded in reason, but they just come out, boom, and they’re so powerful.

Pete Mockaitis
Okay, what’s next?

Josh Bandoch
So then the question is, “Well, what kinds of feelings are persuasive?” And we live in an age of toxic polarization. When I was writing the introduction to chapter four, which is where this comes from, I looked at the homepages of Fox News and MSNBC, and I found, collectively, over probably about 200 articles. I found one positive article. One.

So the data would indicate that negative feelings are persuasive because they were all negative. And I would ask you, I’ll kick it over to you. If you think about some of the most persuasive Americans of the 20th century, you don’t have to be partisan about it, because people go like, like, “Yeah, they were really persuasive.” Who are some of the folks who come to mind?

Pete Mockaitis
I guess I’m just thinking about, we say famous in 20th century, I’m just thinking about famous speeches, you know, JFK, MLK, they all have initials, I guess, you know.

Josh Bandoch
Exactly, yeah. And then could I add, like, Ronald Reagan, Barack Obama to that?

Pete Mockaitis

Sure.

Josh Bandoch
So JFK, he said, “Ask not.” Martin Luther King, Jr. said, “I have a dream.” Ronald Reagan saw America as a shining city. And Barack Obama talked about hope and change. And I said, “Okay, those are all positive things.”

No one ever says, “No, not JFK. Walter Mondale.” No one says, “Oh, no, no, not Martin Luther King, Jr. Malcolm X.” No one says, “Not Ronald Reagan. Barry Goldwater,” right?

So we know, intuitively, really, we know what kinds of feelings are persuasive. Positive feelings. And the best leaders, the most persuasive people, they are for things. So how do you generate positive feelings? You be for something. You think about what you are for and you lead with that.

So if you are a leader of a company, like what are you for as a leader? What is your company for? How do you lean in with those things? In my policy space, I work at opportunity policy. So I’m for opportunity. I’m for independence. I’m for dignity through work. I’m for strong families, I’m for communities, all these things.

In my personal life, I’m for empowering people to unleash their potential. That’s what this book is about, because it’s going from great idea to presenting that great idea persuasively. Boom! Potential unleashed. So it’s, like, what are you for? How do you lead with those things? And how do you use that to generate persuasive feelings?

Pete Mockaitis
That’s interesting. In terms of being legendary, long lasting, the positive being for something resonates and inspires. And yet, in terms of grabbing our immediate clicks, it seems like the negative does better.

Like, I’m just imagining like, let’s say I’ve got a YouTube, a sea of YouTube thumbnails and titles, and yours talks about what you’re for, that might be a bit of a snooze in terms of,  “Oh, man, this one is terrifying. What’s that about?” Click. As opposed to, if I’m actually strapped in for the speech, yeah, the inspirational stuff will linger for the ages.

Josh Bandoch
And the deep-down wiring reason for that is that we are wired, going back to the wiring again, so we are wired with something called negativity bias. And this is a survival mechanism.

The problem is while it helps us survive, it impedes thriving. Like, do you really want to follow somebody who is just negative all the time, who’s just tearing things down, and who doesn’t know how to build things up? That’s not a recipe for long-term success, either in your personal life or in your professional life.

If you’re a manager who just goes down and says, “Well, this is all terrible.” Maybe, but, like, what are you, what is organization, what is your team for? Like, where are you going? And what are these things?” Because it’s those positive things that motivate people to do things repeatedly over a long period of time.

So it’s, essentially, fighting your wiring, but also trusting your intuitions because people give the same answers that you did, JFK, Martin Luther King Jr. People like that. Like, we know deep down. So it’s fighting part of our wiring, but also kind of trusting our intuitions a little bit.

Pete Mockaitis
Okay. And so we feel first, then reason, what feelings are persuasive. What’s the next piece about feelings?

Josh Bandoch
Well, so then how do you generate feelings for something?

Josh Bandoch
And then what are the best mechanisms for that? Okay. So, two. The first is to appeal to your audience’s values, to their moral taste. On our actual physical tongue, we have five or six tastes wired into it: sweet, salty, sour, bitter, umami, maybe fat, oleogustus.

In the same way, hundreds of thousands of survey responses, research from moral psychologists that’s been, I think, widely validated, show that just like we have these physical taste receptors on our tongue, we have six, maybe seven moral taste receptors that are wired, and that’s important, into our hearts and minds.

They are care, essentially sensitivity for suffering; equity, a concern for equal outcomes, proportionality, which is about hard work and merit; authority, which is about hierarchies; loyalty, which is in-group, out-group; purity, which is like things that are sacred or things that are disgusting; and then liberty, essentially being free to live how you want.

So I say wiring because research shows that 30-60% of our values are wired into us. We know this through studies of twins. So, like, our values are at least 30% genetic, which means that rather than hating somebody because they have different values than you, you just accept that that’s largely wired into them.

So what you’re trying to do is understand the sorts of values that resonate with your audience, and then appeal to those tastes. This is important because would you serve a vegetarian veal? Would you force feed bacon to somebody who keeps kosher? I hope not.

So in the same way, you’re simply accepting your audience’s values and trying to frame things in their terms. And then what’s the absolute best way to do that? It’s to tell stories.

So let me give you an example from the policy space to make this a little bit concrete. There are these things called occupational licenses. They are a government permission set to work in industry. So about one in four Americans need an occupational license to do a job.

Sometimes this makes sense. I don’t want my surgeon to not be licensed. Fine. In some cases, these burdens are either too big or even unnecessary altogether. So there are a lot of fields like in Illinois, it takes a year to go to cosmetology school to get a license to be a barber. And that’s just not necessary, I don’t think.

So when I present my recommendation, which is to reduce or eliminate these burdens, I have to still be really mindful of how I frame that. So if I’m talking to somebody who’s more progressive, then I’m going to talk about how the current laws are inequitable, right, the equity thing, and how they’re uncaring.

So here’s what I would say. And then I would ground this in data. Data is important, too, right? We feel first then reason, “So there’s data, I believe it’s from the Minneapolis Fed that shows that blacks and Hispanics are disproportionately hurt by, like, a really big gap by occupational licensing laws.” So it’s inequitable and it’s uncaring to these groups.

And these laws also hurt poor people more. This is all true grounded in a ton of data, and I’m framing it in their terms. If by contrast, I’m talking to a conservative or libertarian, I’m going to say that, “These laws are unfair because it impedes on somebody’s freedom to work in a space and hard work, proportionality, hard work should determine how successful you are.

I’m making the exact same recommendation, but if I go to the conservative, and I say, “This is inequitable,” they’re going to be like, “Ehh.” If I go to the progressive, and I say, “Freedom and hard work,” they’ll say, “Ehh, probably not,” right?

So if I understand their values, same recommendation, I’m authentic to myself, “I want to reduce these burdens,” and I frame that differently. I’m being really sensitive to my audience. And that’s, I think, a powerful way to connect.

So that’s a policy example of what that looks like. You can do that in your business space, your personal space, too, by understanding what some of these values are and appealing to them rather than beating them over the head and force feeding them with your values.

Pete Mockaitis
Right. I think these six are a phenomenal starting point and really good to stretch you, to flex you into different ways of speaking about the same suggestion for different audiences.

But then you might also have very specific things that totally vibe for someone, like someone super into safety, someone super into maximizing their wealth, someone super into having a really fun time. And so you could do the macro and the micro customization.

Josh Bandoch
Totally. That’s a total yes and, 100%. So these are kind of big picture things, just like in general things, people are sensitive to. And then, totally, like these things manifest themselves in people in different ways. Hard work and freedom might manifest themselves in some person, it’s like, “That feels a little greedy. Okay, fine.” Or like, “Super greedy.”

So they can manifest themselves in a different way, like care or loyalty isn’t only one thing. So you have to individualize it 100%. Because even if someone is like, you know, they’re sensitive to care, equity, like what exactly do they care about? What exactly sets them off? Absolutely.

Pete Mockaitis
Okay. Well, so tell us about telling great stories.

Josh Bandoch
So before we are logic processors, we are story processors. And stories are, by far, the most persuasive tool that exists. If you can give a 30-minute PowerPoint presentation chock full of data in seven point font, airtight logic and everything, or you can tell a 30-second story, you got to tell the story. You got to tell the story.

So, just an example again from my policy space. There was a report that came out about a year and a half ago from a Harvard professor. It talks about social mobility. And it says that the single biggest driver of whether somebody experiences social mobility in their life is whether they grew up in an environment, not a home, but in an environment where adults work.

I’ve tried for a year and a half to explain that report clearly. That’s the best I can do. Even that’s a little confusing for me. So, instead, I could do this. Just after that report came out, I was at a conference, talking to a colleague of mine, and she was just talking to a foster mom.

And that foster mom said that her foster kid came up to her and said, “Where do you go all day?” You know what the answer is? Work. And an adult going to work was a foreign concept for that kid. How can you possibly expect that kid to understand how important work is to your professional and personal success if he’s never seen an adult go to work?

That’s the story version of that. So you got to start with stories. And the question is, “Well, what kinds of stories?” Because we hear stories, fine, stories, stories. There are hundreds, thousands of great books, tell stories. And I think one of the unique things about my book, really, is what kinds of stories.

It’s morally motivating, emotionally intelligent stories. So people need to feel something. What are you trying to get them to feel? And especially making these moral appeals gets them to feel those things, so tying back to the couple of things we’ve just discussed.

Pete Mockaitis
So you mentioned that stories are more impactful and persuasive than logic. Can you expand on that?

Josh Bandoch
Absolutely. One of the hats I wear is I work in opportunity policy and I’m working to alleviate poverty. So I get up and talk to all kinds of groups of people.

And they have to know that I, sure, I get it, but also that I’m authentic and that I care about this. And when I’m up there talking about poverty in a suit, this is not a very impoverished look. So I have to disarm them right away.

The last thing I would ever want to do is go up there and say, “The Census Bureau shows that 12% of Americans live below the poverty line, which is X dollars,” right? And just go into these sorts of things. Terrible, boring snooze. And they have to know that I care about this stuff.

So I just reach for the most authentic personal story that I have, and that’s my family. I tell them, I say, “Look, you all are wondering why I care about poverty. I don’t look impoverished. I’m wearing a suit. I get it. So I care about poverty because it’s seared into my family history.”

“My mom grew up dirt poor. My grandmother had to raise five kids by herself. They were so poor that my grandmother had to count pennies.” See, sometimes I even get emotional doing this, which I am right now, so I’m sorry.

“And every year my mom wondered if there were going be presents around the Christmas tree because most years there weren’t. And that poverty scarred my mom and her siblings.”

“And I don’t want anybody to suffer through poverty the way that my mom and her siblings and my grandmother did. So that’s why I care about poverty, because it’s a terrible scourge and I want to do everything I can to reduce or eliminate it.”

Pete Mockaitis
Yeah, totally. And you could see, I mean, the story hits home and is memorable and touching and impactful. And the statistic is just like, “Okay, those are some numbers. It’d be nice if we had better numbers than that.” as opposed to something really heavy that sits with you with your story.

Josh Bandoch
And it’s so raw where I pause there. Sometimes I’ve just started crying because it’s authentic and it’s real and it’s emotional and I don’t do it on purpose. It’s kind of embarrassing.

And yet when it’s happened, people come to me afterwards and said, “Wow, man, like that was really powerful.” So they know, they feel so viscerally that, like, I am all in on this stuff. I am totally authentic.

They can trust me and they can work with me in a way that my presentation of the data, as exact and compelling as somebody might think it is, that will never come even close to what I can do with an emotionally intelligent, morally motivating story.

Pete Mockaitis
And I’m curious, just like in ordinary business-y world, it’s like, “I’ve got a cool idea. I would like my boss to do it. I would like for him to feel excited about my idea and the possibilities for what could happen if we did it.” So what kind of stories do I create in that context?

Josh Bandoch
Part of it is trying to just grab real stories. So, like, if you’re presenting, say your manager, tell stories about the great things that everyone on the team did, “Bob did this. Susie did that. Maria did this. Andre did that.”

Tell stories about what they did because it makes it real. It celebrates your teammates. Those are tangible actions that they took. You’re also trying to craft meta stories for an organization. If you’re like a leader, CEO on the board, whatever, that’s like the vision there.

They’re really big picture things about what you’re doing and who you are and what they care about. So try to tell real stories. You don’t even have to make things up. I mean, sometimes you can. Hey, like imagine a situation, but first try to grab real stories that are authentic to you.

Maybe it’s something personal, good or bad that happened, and start with that. Because if you’re trying to solve a problem, maybe you need to start with a story that’s like, “You know, our customer, or I, or somebody, like we had this problem. And here’s a story about that.” And then there’s a story about how you can solve that problem or how that product has solved the problem.

So if you’re talking to a client and they’re like, “Well, why would I buy it from you?” And you’re like, “Well, you know, let me tell you a story about another one of our clients.” And you can tell them a story about how your product solved their problem, which incidentally is the same problem that this potential client is having.

So instead of saying, “Let me show you the data, right? Our product is 27% better than the nearest competitor. On this metric, we are 12% better. On this metric, we are 37% better. On this metric, we’re 19% better,” just tell them a story about how one of your customers, their performance, their profit, whatever, just skyrocketed because of your product. And that’s going to stick.

Instead of the data, tell them about like, company X, “Company X did this. They worked with us. It was great for them.”

Pete Mockaitis
Okay. Well, tell us, any other top do’s and don’ts to put out there before we hear about some of your favorite things?

Josh Bandoch
Yeah, so chapter eight is called “Go Beyond Words.” And we think that persuasion is all about words. They’re super important and there’s so much more that goes in persuasion than words. So I’ll flag two things. Three, because we have control over them.

The first is to be likable. It doesn’t mean that people will like you, but be as likable as possible. And we tend to underestimate how important this is. And just think about a time when you liked what somebody was saying, and because you didn’t like that person, you’re like, “Nah, I’m not going to work with them. I’m not going to do this.” So be likable.

The second is to be curious. And that actually makes you more likable. And that goes back to the questions, right, taking interest in the other person. People love talking about themselves. So be curious about them and about what their priorities are.

And the last is to control your tone. Because if I say, “Pete, that’s a great idea!” You’re like, “Okay, he probably thinks it’s a great idea.” If I say “Pete, ahh, that was a great idea.”

They’re the exact same words, and you got to, especially when you’re not calm, maybe you’re nervous, you’re overwhelmed with negative emotions, you got to control your tone because we can intuitively pick up on that tone, and it’s like, “Hmm, what’s going on there?” which also means listen for tone in your counterpart.

While you try to remain super calm, because that’s the best tone, calm, if you notice that somebody is a little anxious, again, that’s especially where those feeling questions, “You know, well, how do you feel about this?” “Oh, I don’t know, man. Like, I’m not sure if this works for me because of X, Y, and Z.” So watch your tone and watch their tone, too.

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

Josh Bandoch
It comes from a poem from Samuel Beckett. The six lines are, “Ever tried. Ever failed. No matter. Try again. Fail again. Fail better.”

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

Josh Bandoch
The intuition stuff that we talked about a lot today. As reluctant as I was to accept it at first, A, it’s true, and, B, it’s really powerful. So I think our intuitions are just the coolest thing ever now, whereas, I used to think, “Ah, I don’t know about this stuff.” And there’s just an abundance of research that has showed that.

Pete Mockaitis
All right. And a favorite book?

Josh Bandoch

Danny Kahneman’s Thinking, Fast and Slow. It’s one of the best books I’ve ever read.

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

Josh Bandoch
A notebook. I think in a digital age, we forget how powerful it is to pause, close a computer, get out your favorite pen – I’ve been using the same pens for 30 years – and just write your thoughts down and capture them. When you’re in a meeting, write things down in a notebook. It’s so powerful, and it’s a forgotten superpower to do that.

Pete Mockaitis
And a favorite habit?

Josh Bandoch
My new favorite habit, I try to just add new habits in over time, is to meditate.

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

Josh Bandoch
Yeah, this is maybe a good concluding point. I think that, every day, in our personal and professional lives, throughout every day, we are faced with a decision, “Do I want to be right or do I want to make a difference?” It’s really easy to be right.

You go on Twitter X, whatever, you blog post something, right, send that email that you wish you hadn’t sent. Being right is really easy and, oftentimes, it’s counterproductive. Making a difference, by contrast, that’s what persuasion is all about.

And that’s a much more satisfying and, upfront, a more time-intensive enterprise. And that’s how you succeed time after time after time again. That’s how you get what you want.

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

Josh Bandoch
JoshuaBandoch.com, connect with me on LinkedIn. Check out the book, just go to my website or just Google How to Get What You Want. My last name, Bandoch, B-A-N-D-O-C-H. It’ll come right up, and check out the book.

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

Josh Bandoch
I would say it’s returning to that in every interaction, “Do you want to be right or do you want to make a difference? And if you want to make a difference, what do you do?” You have to put them first, be extremely attentive to feelings, and bring a lot of attention to generating the right feelings.

And if you do that, you’re going to grease the wheels for shared action time after time after time after time. It’s magical once you get it going.

Pete Mockaitis

All right. Josh, thank you.

Josh Bandoch
Pete, thank you so much.

1074: How to Improve Negotiations–without Compromising–with Dr. Joshua N. Weiss

By | Podcasts | No Comments

Dr. Joshua N. Weiss discusses the major misconceptions surrounding negotiations—and offers five steps to build your confidence and resilience as a negotiator.

You’ll Learn

  1. The big negotiation mistake most people make
  2. The mental reframe that helps you negotiate better
  3. The five-step strategy to reviving stalled negotiations

About Josh

Dr. Joshua N. Weiss is a renowned negotiation and conflict resolution and leadership expert. As a Senior Fellow at the Harvard Negotiation Project and co-founder of the Global Negotiation Initiative at Harvard University, Dr. Weiss brings unparalleled expertise to his field. He also directs the MS in Leadership and Negotiation program at Bay Path University and runs a private consulting firm, offering tailored negotiation and conflict resolution, and leadership solutions for businesses, organizations, international entities, governments, and individuals.

Resources Mentioned

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Joshua N. Weiss Transcript

Pete Mockaitis
Josh, welcome!

Joshua Weiss
Thanks so much, Pete. It’s a pleasure to be with you.

Pete Mockaitis
Well, I’m excited to be chatting and I can’t resist, I’d like for you to start us off with a thrilling high-stakes negotiation tale.

Joshua Weiss
Well, there have been a lot of them. And I think, in general, probably my favorite one is that I was working with a team of people to kind of help them prepare for a merger, a potential merger. And they had asked me, because they were trying to sort of build their capacity for their own negotiations, so they asked me to sit in the room and give them advice at different periods during the process, helping them to reset, to think about where to go from there and things along those lines.

And so, we did our preparation, came into the meeting, and the other side, there were three guys, and we had three people on our side. And the first gentlemen sat down, slammed his briefcase on the table, and decided to sort of say, “Look, here’s the offer. It’s a take it or leave it kind of thing.” And after sort of pushing that onto the table, he just looked at us all and said, “Well?”

And I had talked to my team about sort of the idea of trying to get into problem-solving mode and to thinking together with the other side about how you could do this as best and to try to find things of value that might exist that we are not aware of. And that was not the negotiating approach that the other side was taking.

And the lead negotiator was getting more and more sort of agitated. Like, he just sort of felt like we’re going to put this on the table to take it or leave it kind of thing.

And he’s like, “You’ve got 10 seconds to decide whether you want to do this or not.” And so, they were like, “Well, if that’s the scenario, you know, we’re going to leave it.” And it was interesting because his two colleagues were on either side and they were kind of looking at him like they didn’t really know what he was doing. And they definitely were not aligned with the approach he was taking.

So, after 10 seconds, he’s like, “Well, fine.” So, he starts throwing his papers back in his briefcase and he stands up and storms out, basically opens the door and slams it behind him. And what we realized was that, in his theater or performance, he actually walked into a walk-in closet instead of actually leaving the room.

And the funny thing was he stayed in there for what seemed like a long time. It was probably like 30, 45 seconds because I think he was too embarrassed to come out. And so, the lead on our team looked at me and he turns around, and he’s like, “Is this an opportunity?” And I said, “Yes, it is.”

So, he swings around back to the other two guys, he’s like, “Listen, I think we can do this differently. I don’t know what you guys had in mind, but here’s our sort of initial thinking.” And the other two guys are, like, listening, taking it all in. And the guy sort of slinks out of the closet after that and is really sidelined because they had started a conversation.

And, ultimately, they ended up finding a way forward and finding a deal, but it required that kind of theatrics to go awry for something to happen. So, there’s things like that. And the rule in negotiation, in general, is expect the unexpected.

Pete Mockaitis
Wow. That story is so wild. It’s, like, if that happened to be in real life, I would wonder, “Am I having a dream right now? Is this real life? Or am I currently dreaming?”

Joshua Weiss
It was pretty darn funny. And sometimes it just takes those little “unexpecteds” to change a process, and to seize on it, so.

Pete Mockaitis
And I think that’s perfect. I mean, wow, what a metaphor. When the take it or leave it guy is stuck in a closet, chat with his colleagues instead.

Joshua Weiss
Right. There you go. That’s the lesson.

Pete Mockaitis
And it’s funny, this is like Michael Scott buffoonery, you know, “What does the internet tell me about negotiating? Ooh, yeah, that’s the secret move. I’m going to do that.”

Joshua Weiss
That’s right.

Pete Mockaitis
And it’s not so handy. Well, thank you for that. That’s fun. I’d love to hear. So, you’ve been in the game for quite a while. What do you think is the most surprising discovery you’ve made about us humans and negotiating over the course of your many engagements?

Joshua Weiss
To be very honest, most people have no idea how to do it. The reality is that very few people get knowledge and skills about negotiation. And so, they might learn it from Michael Scott. They might learn it from the news. They might learn it, which is all of the wrong places to try to learn this. And the other thing I would say, too, is that there’s a lot of people who are like, “I don’t negotiate.” I’m like, “Actually, you negotiate all day, every day.”

Anytime you’re trying to get somebody to do something you would like them to do, if you’re trying to create some kind of an agreement, whatever it looks like, you’re negotiating. And that can be at work with your bosses and your colleagues and the people that work for you, or it can be with your spouses, or, as we were talking about before we came on, your kids, but also in the world around you. So, we do this all the time and it’s really quite striking to me that so many people don’t know how to negotiate, and what they know about negotiation usually leads them astray.

Pete Mockaitis
So, we don’t know how to negotiate. That’s quite a statement in that, on the one hand, it’s like, “Well, of course, because very few of us have had formal training in it.” But, on the other hand, it’s like, “Well, if we’re negotiating all the time, every day, wouldn’t it be as natural to us as breathing, talking, walking, and yet it is not?”

Joshua Weiss

It’s not because to be effective in negotiation, like if you think about most of your jobs, right, and how to be awesome at work, it requires strategy, it requires thinking, it requires preparation to do things well, and negotiation is no different. And I think that’s the key. You know, lots of people engage in it. The question is, “Are you really learning from it? Are you learning best practices?”

Somebody asked me the other day, “Do you really think you can learn negotiation from a book?” And I said, “Well, there’s really two primary ways that we learn. One is experience and one is through education and learning and knowledge.” And I think it is critical that you learn both. In addition to getting involved in negotiations and doing a lot of training, I teach and I run a master’s program.

And one of the things the students tell me after they take the first class, which is an introduction to negotiation, they’re like, “I had no idea what you could know, all of the aspects that you need to know to be an effective negotiator, the strategy, the analysis, the skillsets, all of that.” And so, their perspective on negotiation, even though they’ve been doing it for a long time, changes dramatically because they become aware of concepts and ideas and dynamics that they really hadn’t thought about.

Pete Mockaitis
Well, that’s very intriguing. And could you give us an example of a concept, or a dynamic, an idea that is just like a revelation eye-opener for people like, “Whoa, I never thought of that, Josh”?

Joshua Weiss
So, if you ask people, “What’s the first word or two that comes to mind when we hear the word negotiation?” usually, one of the words that is uttered is compromise. And I don’t believe that compromise is an effective way to negotiate. In fact, it’s kind of a lazy way to negotiate. And most people are like, “Well, wait a minute. What do you mean? When we get stuck, I often will say, ‘Well, let’s just split the difference.’”

I’m like, “Okay. But have you really thought through and understood what’s going on in your negotiation before you actually compromise?” It’s actually why a lot of people don’t like to negotiate because they perceive that what they’re supposed to be doing at the negotiating table is giving away something of significant importance in order to reach an agreement. And that is not how you negotiate.

Negotiation is not about reaching agreement. And that may also surprise people. It’s about meeting your objective as best as possible. And if you have the metric or if the bar is that, “My purpose in this negotiation is to reach agreement,” it’s not hard to reach an agreement. You can give away all kinds of things to reach an agreement. It’s the wrong bar, though. What you’re doing is you go into a negotiation and you have an objective that you’re trying to meet.

And if you can reach an agreement that gets you there in the best way possible, great. And if you can’t and you realize that, that it’s better to walk away, that’s actually success because it’s about meeting your objectives. And compromise rarely meets your objective. Most people listening probably have negotiated, given up something of great importance to reach an agreement, and then walked out of the room and said, “Ugh, I can’t believe I did that. That doesn’t feel good. That doesn’t feel like what I wanted from this process.”

And that’s the problem with compromise. Compromise is expedient. It helps us to move along and move forward. But rarely do compromise solutions actually meet our objectives and goals.

Pete Mockaitis
Okay. Understood. And so, for many people, that’s an eye-opener right there in terms of, “Oh, negotiation is compromise.” And you say, “Au contraire.” And so, then what is an alternative path, I suppose, like deeply understanding our respective needs and values and interests and positions and finding a creative, awesome thing that makes people feel pretty good about it?

Joshua Weiss

So, to me, and in the book that I published recently called Getting Back to the Table, I talk about the idea of unlearning certain things that are getting in the way. And one of the things I say is unlearn compromise and replace it with creative problem-solving. So, Pete, if you and I go into a negotiation, one of the important things about negotiation to always understand is we are always working with incomplete information.

When you and I sit down, you know certain things that I don’t, and I know certain things that you don’t. And part of the challenge, and if we’re going to make a negotiation work in a way that’s, like, to its maximum benefit, that there are things that you value and you care about, and there are things that I value and I care about, we have to exchange information. And if we don’t, then we can come to an agreement, but it’s not going to be the best one. It’ll be just good enough.

And I remember talking to a woman, because four years ago I wrote a book called The Book of Real-World Negotiations, and that’s really about 25 cases of successful negotiations. And if you look at it, what you find is actually there’s very little compromise. It’s all about understanding what’s really driving and motivating people in a negotiation.

But when I was talking to this woman, she said, “You know, to me, the best negotiations are where everybody leaves the table a little unhappy.” And I said, “Well, why would you think that?” And she said, “Well, honestly, like my boss who kind of taught me how to negotiate, that was his mantra.” And I said, “That way of thinking is a race to the bottom.”

And you’re always thinking, “Let me give something up of importance in order to reach an agreement.” And half the time, at least, if you dig in and figure out what’s actually going on, those compromises are not necessary. But you have to take the time. If you don’t have time, compromise becomes more logical. But if you do have time, then the notion of exploration, understanding, asking good questions, and like gathering information is what you really should be doing early on in a negotiation process.

Hold off on putting offers on the table and things like that, and figure out what you can learn from the other side, because this is an interdependent process, “I need you to say yes for me to get where I want to go, and vice versa. So, I have to understand where you’re coming from.” And the best way that I know to do that is ask good questions and listen very carefully to what is coming back to you.

Pete Mockaitis
Could you give us a quick illustration of how we might think, “Ah, compromise is just what I got to do,” versus, “No, no, here’s a real-world example of folks. They learned some things and then they didn’t have to compromise, and both folks felt good”?

Joshua Weiss
So there’s a book called Getting to Yes, which sounds like you might’ve heard of, and other people may not have, but it was a book that really changed the landscape of negotiation. It was written in 1981, and it’s still on the bestseller list. So, it tells you that there’s something in there that’s still valuable, right?

The book really begins with a story of two sisters who are arguing over an orange. And they go back and forth, each claiming that the orange is theirs. And they decide that the only good solution is to compromise and to cut the orange in half, and they each get half, right? Logical solution. Okay. So, when they do that, one sister goes over to the garbage and peels the orange, takes the peel, throws it away and starts eating the fruit. Then she walks away.

The other sister walks over to the garbage and peels the orange, throws away the fruit and takes the orange peel and starts grinding it up to make an orange cake. Now, if they had talked about why it was they wanted the orange, they each could have had twice as much, but they didn’t. They rushed to compromise. And so, instead, each had less because they just did a split the difference kind of thing.

The key in negotiation is figuring out what is motivating people and what they really want. It’s a little bit like being an investigative journalist, right? So, when a story breaks, here’s the headline. And we’re all like, “Oh, my God,” right? And then over time, we learn more about that story. And the story is often not what we thought it was. And it was not what the headline was all about.

And that’s kind of, like, when people say certain things in negotiation, when people put their positions on the table, which is what we call it, right, like that’s the headline. But what’s going on under the surface is what we need to figure out and what we need to come to understand. Because there are a lot of things that motivate people in negotiations that are unspoken because they’re worried that you might take what I say and manipulate it or things along those lines.

Pete Mockaitis
Yeah, that’s very well done with regard to the orange. It’s, like, of course, and we just have these assumptions, “Well, of course, they want to eat the orange. That’s what anybody wants with an orange.” And it’s, like, “Well, there could be all sorts of things. Some people might want to put the rind down the disposal to freshen up the scent in the sink.” There are multifaceted reasons for anything.

It’s funny, I think about this in sales too, in terms of my other businesses is Cashflow Podcasting. So, we help businesses launch podcasts. And we just assume, “Well, of course, what they want is more sales in their business. And then that’s why they’re thinking about launching a podcast.” But sometimes it’s totally different.

It’s like, “Well, no, this is really about legacy and passing things on, or to be of service to those who cannot pay us for our products.” It’s like, “Oh, okay.” And so, it really pays to not just assume, but to see what’s really driving things.

Joshua Weiss
And, by the way, assumptions, to me, are the silent killers of effective negotiation because they, essentially, destroy any understanding between people because you don’t know I’m making an assumption, right? And what happens when we make assumptions is we build entire stories off of one assumption. It happens all the time, right, especially around people’s motivations or their intention.

There’s a problem that we often talk about in negotiation of intent and impact, right, where you take an action with a certain intention and it comes across in a way that you didn’t intend and that is actually quite destructive. I mean, just think about if you’ve ever tried to be respectful to somebody and they took it as disrespect.

Or when you get an email from somebody and you read a sentence, and you’re like, “What the hell’s wrong with them?” And that could be read different ways, but you’re adding in meaning to what they’ve said and done.

Pete Mockaitis
Well, it’s amazing how we can read a tone into something. And I think one of my favorite examples was I sent someone an email. I asked the question, “Where is she coming from?” Like, I had the most open-hearted, curious, you know, my intentions were as wholesome as they could be. And then the other person said, “Just look at this interrogation of an email, ‘Where is she coming from?’” I was like, “Wow!”

Joshua Weiss
Yeah, that’s what happens.

Pete Mockaitis
It’s astounding.

Joshua Weiss
It is. It’s amazing. And I think that’s what makes negotiation difficult is that people come into negotiations. Our instinct typically is to be defensive when we come into things. Human beings are all about protecting themselves from loss. That’s what persuades us because of how we got to here from being hunter-gatherers. If we lost out back then, we got eaten.

And so, nowadays, we go into things with a bit of a protectionist mentality. And the problem with that is it’s very hard to be creative. It’s very hard to think differently and in a curious manner when you’re defensive and trying to protect. So, your mindset matters a lot. That’s another piece of this that I think is incredibly important, is that how you come into a negotiation matters greatly.

Pete Mockaitis
Very much. Okay. Well, these are great big principles for negotiation and just being a human, in general. Could we zoom in a bit to your book, Getting Back to the Table: 5 Steps to Reviving Stalled Negotiations. What’s the big idea here?

Joshua Weiss

So, the big idea is that if you look out at the landscape of negotiation, very few people talk about failure, and yet it’s a really important part of this process. I’ve been involved in some peace process work in different places around the world, and the norm is to fail.

And so, the key is, “What do we do with that when we fail?” It’s going to happen. And in the book, I talk a little bit about that there’s three sort of responses to failure when it transpires. And I use the analogy of Goldilocks and the Three Bears, so your kids will like this one. The first response to failure is blame and rationalization. It’s too-hot response, right, “The porridge is too hot.” And what that means is that, “When I fail, when things don’t go well, I blame the other side, I blame the situation, and I rationalize my own behavior.” I don’t learn anything doing that.

The second response, which is the too-cold approach to porridge, is that, “If I fail, I don’t want to negotiate again. It’s too anxiety-producing. It’s too uncomfortable. I’m going to struggle, I know when I sit down, because I’m going to be thinking about those previous experiences that didn’t go well.” Again, can’t learn much that way.

The third process is really what I talk about in the book, which is that if we’re going to fail, and if it’s part of the landscape, which it is, and if you talk to anybody who negotiates on a regular basis, they will tell you they fail. And so, the question becomes, “What are you going to do with that failure? How are you going to use it to become resilient and to learn and to grow as a negotiator?” because negotiation is not a destination. To be a really good negotiator, it’s not a destination. It’s a journey.

And there’s a lot to learn from our failures if we give it the space and time. Nick Saban, the winningest college football coach, likes to say, “Never waste a good failure.” And that’s what I’m trying to get at, is something happened, it didn’t go the way you wanted, how do you really learn from it? And what are those things maybe that got you in trouble that you can try to avoid in the future?

Pete Mockaitis
Okay. And so, when it comes to these learnings, well, maybe let’s just pause for a sec. When you say, for negotiation to fail, in some ways, just the word fail in itself is so intense. Maybe we should define it. Is it simply when, “Hey, you did not get what you were after when you had that conversation”?

Joshua Weiss
So, yes, failure is not meeting your objective as you defined them prior to the negotiation. Now that’s distinct from a setback, right? And a setback is you haven’t gotten there yet. You can see a pretty clear path back to the table. And so, can you seize on that? Can you figure out a new way to come back to the table with the other side because it’s still of benefit to you? You can see that.

A failure is less so. It’s you can’t really see a way back to the table. And if you’re going to come back around, it might take some time but you probably have damaged the relationship and/or created a challenge and a problem that cannot be fixed right now.

And sometimes that happens and we have to just understand that a lot of times, we’re talking about setbacks and we can find a way back, but if we can’t, then we need to shift the conversation to “What did we really learn? And how do we become better negotiators in the future?”

Pete Mockaitis

Okay. And so, then, toward the very beginning of your book, you had some really good perspective on failure that, “Hey, it’s all good. It happens to everyone. This too-cold response, really, we need not take it personally.” And, in fact, I was struck with your Steve Jobs iPhone story. I think that’s rather telling when it comes to setbacks or failures. Can you share this with us?

Joshua Weiss
Yeah. So, when the folks around the iPhone were sort of working on its development, they brought the initial concept to Steve Jobs and he wasn’t a fan. He was like, “This isn’t going to work. It’s not going to make sense. We’re not doing it.” And the engineers had a kind of a better sense of this and they felt like he’s not quite getting this, “We need to help educate him as to why this makes sense.”

But in doing that, they also knew that they needed to find the right messenger. So, there was a colleague of his that he had worked with for quite a while who became that messenger. And in business like that, creating a prototype is often, there’s a guy at Duke University named Sim Sitkin, who I spoke with in writing the book, and he talked about intelligent failure.

And the idea with that is that you create a prototype, you expect to fail, but you learn, “How do we build on that? How do we improve or make it better?” And so, the process with Steve Jobs was to go back to him on a number of occasions with improvements so that he could begin to see what they were seeing. But he really dismissed them out of hand initially.

A lot of people, when that kind of thing happens, they just throw their hands up and say, “I guess it’s not going to happen.” And I think one of the keys to negotiation is that resilience and persistence. The best negotiators that I’ve worked with, they always say to me, “Look, we haven’t found a solution yet.” And it’s always yet.

Like, “There’s a solution out there. If we stay at the table long enough, roll up our sleeves and keep working at it, we will get there.” And I think that was the mentality around the iPhone because they were so convinced that this product was going to revolutionize how we communicated, and they were right. It just took multiple times and thinking about what’s going to resonate with Jobs and make sense with him.

Pete Mockaitis
Well, what I find so comforting about that is, you know, iPhone is a big deal, Steve Jobs, super brilliant person. We could think that, and with hindsight, we could say, “For a company seeking to make shareholders richer, launching the iPhone is the right move. And yet, brilliant Steve Jobs was not feeling it at first.”

And so, I just find that all the more encouraging for us in terms of, “We got something. We’re trying to share it. They say no. And that doesn’t mean it has to be the end. And it doesn’t mean that we’re bad, stupid dumb-dumbs or that we really botched it. We may have botched it. But not necessarily, doesn’t mean that we suck.”

Joshua Weiss
No, I think that’s exactly right. And that’s why part of the point of the book is to normalize this aspect of things. And I want people to understand that they will fail. Like, that’s how negotiation works. But I want them to feel exactly what you just said, which is, “We don’t suck at this. Like, maybe this didn’t work out. We need to take a different tact.”

And when I was working on the book, one of my students came to me, and asked me, “What are you working on now?” And I told her about this, and she said, “Oh, thank God.” And I said, “Why would you say that?” And she said, “Because everything we read in the program, I love it, but it’s all about these unbelievable successes that people had. And if we don’t succeed every time, we start thinking maybe we shouldn’t be negotiating.”

And I’m like, “Well, if that’s what you have taken away from all of this, then we’re not doing a good job of helping you to understand the real nature of negotiation in the world around us.” And so, yeah, I’m trying to, in one sense, as one of my friends put it, he said, “You’re trying to decouple shame from failure when it comes to negotiation.” And I think he’s exactly right, that what we want to do is help people to kind of realize this happens and it’s okay.

And part of the purpose of the book is to, when people have these experiences, is to give them a process for trying to figure out what happened. And I think when you go through that process, you might come around and be like, “You know, in hindsight, I’m realizing, I don’t think they ever really had an intention to get somewhere.”

Pete Mockaitis
Well said. Well, you mentioned process, you’ve actually got a five-step strategy for reviving stalled negotiations. Can you walk us through it?

Joshua Weiss
Yeah. So, the first one is, actually, believe it or not, about the emotional component of this. So, when we experience setbacks or failures, it hurts. It stings, right? We’ve all had that. We’re like, “I didn’t get where I wanted to go, and that sucks.” And the thing is that, what I notice is when people don’t allow themselves to feel the sting of failure, they can’t move through it.

And so, I actually use a model that was originally developed by a woman named Elisabeth Kubler-Ross about death and dying and about grieving as a way of trying to understand the kinds of things that you’re feeling, and that that’s normal and natural. And so, I kind of take people through, and I say, “Look, if you don’t cope with the loss that you’ve experienced, it’s a little bit like a backed-up sink. Like, nothing gets through, no learning gets through until you kind of take in the emotional piece of this.”

And, you know, it’s funny because a lot of people, when it comes to negotiation, they want to keep emotions out. They do their best to sort of say, “I’m not allowing emotions in here. I’m not going to get emotional.” And you can’t do that. Human beings are logical and emotional creatures. And it doesn’t mean that emotions need to blow up a process. It just means that you’re going to feel them.

If you care about something, you’re going to feel the loss and you have to take it in and be like, “Okay, this is not what I wanted. Now I need to figure out what happened.” So, the first step is like, “Okay, I’m angry. I’m frustrated. I’m sad, whatever. I have to cope with it and accept it. And then I can sort of address the rest of the process, which is then moving into more of an analysis and to figure out what happened.”

And so, there’s sort of the big picture and there’s the minute details. And I really encourage people to kind of look at the big picture of the forest, if you will. And in the book, I talk about seven ways in which you can fail in negotiation. And I didn’t mean that to be an exhaustive list. I mean it to be, essentially, a conversation starter because there’s not much written on the subject.

But what I’m trying to do is make people aware of these seven ways so that they don’t fall into those traps. So, part of what you want to do is, in that big-picture forest kind of view, you want to ask yourself, “What type of failure did I have?” So, for example, one type of failure is called the slipping through your fingers failure.

And that’s all about from the point of view of you and the other negotiator, like a deal was kind of on the table, it made sense, and yet somehow you didn’t get there. Something got in the way, somebody insulted someone, whatever it might be, there was a real opportunity to reach a good agreement and you didn’t get there. So, what I want people to do is say, “Was that the kind of negotiation? Was that the kind of failure I had?” and then move to the granular, right?

Because in most negotiations, we can pinpoint a critical moment or a conversation, a back and forth, where things started to go south. And so, I want people to identify that and think, “Well, what could I have done differently? How could I have adjusted or modified things to not go down that road?” And once you’ve done the analysis, then the question is, because one of the really important things is, “What are the lessons that you learn from this?”

And one of the things that I found, like when I do my trainings, a lot of times people will come up to me at lunch or at the end of the day, and say, “I’ve got this negotiation coming up. Can we just talk about it for a few minutes, and what might I keep in mind?” And, usually, when I do, what happens is that people are often transferring the wrong lessons from one negotiation to another.

So, if they’ve had success in a negotiation, they’ll think, “Okay, I’m just going to do that same thing in this other negotiation, this upcoming negotiation, and I’ll get success again, right?” But the problem is that, and there was a quote that I use in the book by a woman named Kathryn Bartol who teaches at University of Maryland’s Business School. And she said, “When you’ve seen one negotiation, you’ve seen one negotiation.”

And part of why I like that, I agree to an extent, but not fully, like I believe there are lessons that are transferable, but what she’s really highlighting is you need to be comparing apples to apples. Like, are there the same number of parties in the two negotiations you’re looking at? Are the dynamics the same? Or, in one negotiation, is there a power difference, in another, the power is equal? Is there a deadline in one negotiation or whatever, right?”

So, you can see there are lot of dynamics that you need to keep in mind when you’re analyzing and thinking, “Can I use this approach in this upcoming negotiation?”

And then the fourth step is, really, this idea of unlearning things that led you to your failure. And that’s where, for example, I talk about the idea of compromise, and that I recommend to people that they may want to unlearn compromise and replace it with this idea of creative problem-solving, because that’s going to hold you in better stead in most of your negotiations.

And that’s hard, because it means we have to look back at what our negotiation approach is, what are the pillars of how we do things, and why do we do them. And we have to examine that and say, “Is this still meeting my needs? Is this actually making me a better negotiator or not?” So, I just try to lead people down that road of thinking about all of this.

And then the last piece is, again, getting back to the table. And I talk about kind of moves that you can make. If you believe that you’ve got a setback, what are you going to do differently? What did you learn from the first process? How might you approach this negotiation a little bit in a unique way compared to the last time? And if you can’t get back to the table, what did you really learn about yourself as a negotiator so that you can improve and get better?

And so, that’s the process. And I think that what I’m seeing is it turns the mirror on people, on an individual. And that’s a hard thing to do. People don’t like to really look at themselves and examine their behavior and maybe the things that they didn’t do so well. But that’s actually the only way that you really learn from your failures and grow.

And I’ve had a lot of people email me and say, “This is really interesting because I’ve never reflected in this way on who I am as a negotiator and how I do better.”

Pete Mockaitis
Excellent stuff. Well, let’s hear about the addressing the emotion piece of things. If we notice it and we say, “Okay, there it is. I feel sad and rejected. I feel really anxious and nervous about getting back in there,” or, “I feel really angry. Like, that was some bull crap. That was wrong. We was lied to,” what do you recommend we do with it once we’ve identified, “Yep, that feeling is there, big time”?

Joshua Weiss

Part of it is becoming emotionally intelligent. If people have not invested in emotional intelligence, then I would really recommend that you do. And so, part of it is, if I know, if I’m angry, then the question is, “Okay, what is it that the other person did or said that really pushed me over the edge here?”

And I’m a fan of actually bringing that into the process and saying, “Look, I got to tell you, I’m kind of disappointed with where we’ve gotten to. I thought that the stars kind of lined up here in a way that made a lot of sense. But I’m just not clear why we haven’t gotten where we’re getting. And I’m frustrated.”

Like, to me, what you’re doing there is you’re bringing your emotions into the process without them destroying the process. And the interesting thing about this is, if I sit down with you, Pete, and you interpret something that I did, right, and I can tell you’re, like there’s something going on from an emotional point of view, because human beings are not so great at hiding their emotions. In fact, most of us wear them on our sleeves and we can tell there’s something wrong. It’s not that hard, right?

But if you don’t tell me whether you’re angry, sad, frustrated, whatever, then I’m left to guess at what’s going on, and that never ends well. So, like I said, for me, it’s when you’re doing this, find a way to bring it in. Be like, “You know, I got to tell you, like the way in which we’ve gone about this has really not sat well with me, but I’m still here. I’m not going anywhere.”

And for you, in terms of processing your emotions, one of the best things that you can do is something that we call going to the balcony. And, really, what it means is temporarily step away from the table in order to process things and then come back to the table without your emotions overwhelming you. And a lot of times people, say to me, “Well, can you really just step away?” I’m like, “Yeah, you can. There’s no rules.”

And, frankly, it’s actually in the moment like that where we make our biggest mistakes. And we all feel that, right? Like, we can feel ourselves getting so angry that we’re just going to say whatever we feel. And once we’ve done that, that’s all well and good, but now we’ve just made this process a lot harder, because now we might have insulted the other, and now they’re in the same place we are, and all that kind of stuff.

So, I think it’s important to be able to step away. There’s a great quote by a guy named Ambrose Bierce who’s an American writer and humorist, who said, “When angry, you’ll make the best speech you’ll ever regret.” The balcony is designed to help us to not make that speech. And it doesn’t, again, mean denying the emotional piece. It means recognizing it. It’s happening, whether you want to admit it or not.

And a lot of times, people would be like, “Oh, well, you know, in negotiation, you’re not supposed to show emotion.” I’m like, “Well, that’s not really true. Like, you have to be authentic. You have to be who you are.” Some people don’t wear their emotions on their sleeves, but they’re still feeling them. We’re all human at the end of the day. If someone deceives us, we feel angry, frustrated, whatever.

And so, you know, there’s a lot of self-talk. There’s a lot of self-management. And, in fact, in negotiation, it’s actually the one thing we have control over is our actions and our behavior. We don’t have control over the other side. So, how you react and respond is up to you. And, for me, I’ve been doing this a long time, and so I’m pretty attuned to the different things that get me going.

Like, when I was in a negotiation about a year and a half ago, and a guy said, “Clearly, you’re not smart enough to understand what I’m telling you, so let me break it down for you more simply.” And I was like, “Hmm, time for a balcony break,” because I knew I was wanting to say what he could do with himself. But I also knew that that would mean I was losing sight of my objectives, and so I needed to manage that.

Pete Mockaitis
Okay. Well, I think you’re plenty smart, for the record. Well, tell me, any final things you want to mention before we hear about some of your favorite things?

Joshua Weiss

I guess the most important thing that I would say is negotiation is a difficult realm. And I think people don’t understand how challenging it is to do it and to do it well. And so, try to go easy on yourself. I think our own worst critics are ourselves, and I think it’s really important to recognize that you’re going to have successes and failures, and both of those are opportunities to grow and get better at this.

And to the title of your podcast, I mean, if you want to be awesome at work, this is a realm where, if you invest in it, it will really help you. I have students in my program that are mid-career folks, and they all come to me, and they say, “I’m very good at what I do in the sciences, insurance, law,” it doesn’t matter, right? “But when I have to deal with people who I don’t agree with, or have to get people to come along on a project, I don’t know how to do that.” And this is how you do that. This is a deep dive into working with people effectively.

Pete Mockaitis
Okay. Well, now can you share a favorite quote, something you find inspiring?

Joshua Weiss
Well, I’ll give you two, if I might. So, I’m a big Ted Lasso fan. I believe genuinely that there’s a lot of really great lessons from that show in terms of how do you negotiate, how do you deal with conflict. And the very famous scene where he’s playing darts, and it comes down to the notion of be curious, not judgmental.

The best negotiators are people who are really curious. They come in, they ask great questions, and they’re open. When you’re curious, it’s easier to gather information and to sort of be in a mindset where you’re looking for possibilities as opposed to roadblocks.

The other is by Voltaire, the actor and dramatist, who said, “If you think uncertainty is an uncomfortable proposition, try certainty.” And I think what he’s getting at is that the more certain people are in their views and in their beliefs, the more doors get closed. And when you can sit with uncertainty, we actually have a much better chance of finding a good solution.

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

Joshua Weiss
I mean, honestly, I would have to say that the research that I did in my dissertation was probably my favorite bit of research, where I looked at how mediators in very big conflicts, like peace processes and things like that, how they sequence issues.

Because in the literature and when people would talk about this, they would always talk about, “We have to start with easy issues and work our way up to the harder ones.” And a lot of people believe that about negotiation and dealing with conflict in general. But I sort of thought that seems strange. It seems like there are some conflicts out there that would require a different approach.

And so, I did 20 interviews with lots of interesting mediators and things like that. And I was able to uncover five different strategies for how people try to sequence issues. And it’s actually been an interesting contribution to the field. And I’ve seen people sort of gravitate to it because sometimes you just have to deal with the harder issues first. And if you’ve got that logic and you understand why, it can be really valuable.

So, I would say something along those lines, which is also something that a lot of people don’t tend to think a lot about is, “Where do I begin with what issues and why?” and things like that. And it’s interesting because it can actually be a source of problems. People want their issue addressed right away. And if it doesn’t get there, sometimes they can get really fixated on that and worried that it may never get addressed.

Pete Mockaitis
And a favorite book?

Joshua Weiss
There’s a book called Negotiating the Nonnegotiable by Dan Shapiro, and it talks about some of the most difficult negotiations out there and how do you deal with identity-based issues in negotiation, like the really difficult stuff related to values, like when we see the world very differently than others. How do you do that kind of thing? So, I really like that book.

In terms of more broadly speaking, I’m a big Malcolm Gladwell fan, primarily because I really like how he connects very disparate ideas, things that seem like there’s no connection whatsoever. He finds a way to weave those together. So, The Tipping Point, Blink, David and Goliath, Revisiting the Tipping Point. Like, they’re all really interesting books, and he’s a really interesting read.

And I think, when it comes to negotiation as well, like, his way of thinking is a way that I think is very helpful in negotiation.

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

Joshua Weiss
I mean, that would probably be the preparation that I do for my negotiations, and that process that I go through because it’s invaluable. But I do it in such a way that I’m always thinking about a contingency plan because I think one classic mistake that people make in negotiation is they want to have a plan, they want to go through the planning process, which is the right way to think about it. But you can’t have a very definitive plan.

What you have to do is really have more of a contingency plan that you’ve got your end goal that you’re trying to reach. But you want to have three or four different avenues to get there because it’s very possible that one of those avenues is going to be blocked or more than one.

So, when you prepare, I’d really encourage people to think about your end goal, but then think, “What are three or four different ways that I can get there?” And that gives you the confidence to be able to try some of these different avenues.

Pete Mockaitis
All right. And is there a key nugget, a Josh-original sound bite that resonates with folks, and they quote back to you often?

Joshua Weiss
I think it’s probably that compromise should be the last stop on the train, not the first. You can always compromise if you absolutely need to, but make it the last stop on the train, not the first.

Pete Mockaitis

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

Joshua Weiss
So, I have website that has all my books and material, including some of the children’s books that I’ve written that we talked about before we came on air. And that’s just www.JoshuaNWeiss.com. So, N as in Noah, which is my middle name.

And if people do end up getting the books or things along those lines, I’d love hearing from people and what they thought of this stuff and how it helped or what kind of further questions they have. So, an open invitation to your listeners to get in touch.

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

Joshua Weiss
Don’t downplay the importance of negotiation. It is a central component to your success and your future. And so, I would encourage you, if you don’t know much about it, embrace it, dive in. There’s a lot of great stuff that’s written out there, largely for public consumption. It’s not very academic in nature. And so, invest the time and energy to do it, and you won’t be sorry.

1009: Negotiating with Difficult People with Rebecca Zung

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Rebecca Zung shares fresh strategies to take on your biggest bullies and win.

You’ll Learn

  1. How to identify if someone is a high-conflict personality
  2. How to SLAY your bullies and win 
  3. The mindset trick to keep narcissists at bay 

About Rebecca 

Rebecca Zung is a high conflict negotiation expert, a U.S. News recognized Best Lawyer in America and USA Today Bestselling Author. Speaking on platforms worldwide, she is also a bestselling author of several books including the USA Today National Bestselling book SLAY the Bully: How to Negotiate with a Narcissist and Win and her YouTube channel has tens of millions of views. Her podcast, Negotiate Your Best Life has 2 MM downloads and is in the top .5% of podcasts globally.

She’s also the founder of the proprietary SLAY® Method, the proven blueprint for negotiating with narcissists and her programs, including her High Conflict Negotiation Certification Training program- a coach certification program – have transformed thousands of lives in more than 150 countries and on every continent.

Resources Mentioned

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Rebecca Zung Interview Transcript

Pete Mockaitis
Rebecca, welcome.

Rebecca Zung
Thank you. Thank you for having me. It’s a pleasure to be here.

Pete Mockaitis
Oh, thank you. Well, I’m super excited to hear your perspectives. And I’d love it if you could start us with an eye-popping jaw-dropping tale of narcissism run amok in a workplace. Lay it on us.

Rebecca Zung
Ooh, run amok in a workplace. Gosh, I think it’s going to just be like one of my stories. But, in a workplace, I’ve seen it in so many different situations, but one of the ones that I thought was the most egregious was a client that I coached. She had been a CFA for, I think, a Fortune 20 company here, and she was wooed to Hong Kong. Initially, she thought she was going to actually be a CEO of China, Asia, of this particular company. It was a family-owned company but, like a billion-dollar company, and she was going to be the CEO of one of the divisions.

And so, this guy completely love-bombed her, brought her to Hong Kong several times, told her that this is how it was going to be, that she was even going to be able to have women’s initiatives, and all sorts of other things, and she wasn’t really looking to leave her other position, but, because this particular person, who was based in Hong Kong, really laid it on for her, and put everything that she wanted into the contract, that she ultimately left her position, moved to Hong Kong and started with this company.

Now, this guy was the son of the owner, who was a billionaire who lived in Switzerland or something, but so she gets there, and the first day, she doesn’t really have an office. There’s all kinds of files and extra things in the office that’s supposed to be hers, and the guy that she was talking to the whole time, he’s not even available to meet with her on the first day. So, they stick her in this office, and they don’t really have anything going on for her.

They don’t even really put her on the website, and that day turned into the next day. And then she started asking questions, and then they were documenting her file that she was difficult. And then the guy started to say, “Well, we’re not ready to have you go into that position just yet. You’re going to start off over here.” Meanwhile, they’re paying her according to the terms of the contract, but they’re not giving her the position.

And, really, she was just trying to get the position that she came there for. And so, ultimately, she hired me and we figured out a way that we could potentially expose him and some things that were going on in that company. And she didn’t, ultimately, wanted to go back there but she just didn’t want, like harm done to her career, and so she was able to make a settlement from it. But that was like one of the craziest stories that I’d ever seen, ever.

Pete Mockaitis
Yeah. Wow, that’s almost like a nightmare movie situation. You could turn that into a horror movie, it feels like, in terms of you know how we’re all a little bit nervous about a new job. It’s like, “This is the worst.” You’re out of your element, your family, your friends, your country, and it’s not what you thought and hoped it would be. That is spooky. Okay.

And so, then, in her situation, the result was to hire one of the best lawyers in America, according to U.S. News and World Reports, and really get into the meat of the matter. And it sounds like you went right for the juiciest, scariest, most sensitive thing they might be worried about a lawyer going after. And I guess we’ll just have to wonder what that might be for confidentiality’s sake, I’m guessing, unless you’ll indulge us. Will you?

Rebecca Zung
Well, I mean, I can’t say too much more because I don’t want it to be so obvious of who it was or whatever, but let’s just say the best way to get to a narcissist is always going to be looking at, what I call their diamond-level supply, which is their image, how they look to the world, their reputation, and then you take their own behavior, and so you’re not lying about anything, you’re not contriving anything.

I call it ethically manipulating the manipulator, and you say, “Well, you know, here’s what’s going to happen if we don’t come to a resolution. I don’t want to have to do this, don’t make me have to do this, because I just want to walk away in peace and I want my life. But if we can’t come to a resolution, then this is how it’s going to have to be.”

Pete Mockaitis
All right. There you have it. Understood. So, right from the get-go, we’ve seen the worst-case scenario and then the nuclear option for responding to the worst-case scenario. Understood. Maybe we could back it up a little bit and share, as you’ve worked with this stuff, you’ve researched, you’ve written the book, you’ve worked with clients, any particularly surprising or counterintuitive discoveries you’ve made when it comes to this adult bully stuff?

Rebecca Zung
Yeah, they’re always way more afraid of you than you are of them.

Pete Mockaitis
Really?

Rebecca Zung
Yeah, and they love to, you know, what I think of it? It’s always very similar to me when I think about the bully in “A Christmas Story.” Did you ever watch that movie? It’s like on every year.

Pete Mockaitis
Oh, yeah.

Rebecca Zung
So, in “A Christmas Story,” this little kid is being bullied every day by this other kid, who’s like bigger, taller, he says he has yellow eyes, and he’s on his way home, and he’s like, “Oh, God, here comes that guy again.”

And then, one day, he’s so mad about other things going on, and it was just not the day to mess with him. And so, he fights back against the bully and ends up, like, going crazy on him. And after that, the bully ran away from him and never bothered him ever again, because it was really all about fear-mongering and terrorist tactics, right? But it all comes from a place of scarcity, a place of fear. It’s not authentic power.

True authentic power, it doesn’t have to use all of that. I love the analogy of “The Wizard of Oz” because in that movie, Glinda the Good Witch, when the Wicked Witch came around, went, “Go away. You have no power here.” And the Wicked Witch went, “Oh, God, I’m not messing with her. I’m going to go mess with people who are actually afraid of me.”

Because Glinda was, like, completely non-plus, it was like a gnat flying around, like, “Please, lady, not even wasting my time.” And that’s what it’s like when you have true authentic power. You don’t have to use control tactics, you don’t have to use fear-mongering, you don’t have to use all of these things because you know who you are, and that’s what makes all the difference in the world.

Pete Mockaitis
All right. I love that. You know who you are. Potent. If I may, if we don’t yet know who we are, how do we get there?

Rebecca Zung
Isn’t that the $64,000 question, right? I mean, you start by realizing that they’re preying upon your own triggers, your own traumas, your own fears, and not who you were born to be. You’re born to be authentically powerful in your mission, in your purpose. And you know when you’re there because you feel aligned with everything that you’re doing, everything that you’re saying.

And what narcissists do is they prey upon your vulnerabilities. They prey upon people who they don’t feel secure. So, dealing with your own traumas, your own triggers, understanding all that stuff got layered on, you were born as a perfectly wonderful baby who had no fears, other than maybe falling or loud noises. But as a beautiful brand-new baby, you feel completely like, “Life is good. Everybody loves me. I love everyone.”

And then what happens? Your parents do something, or grandparents, or kids, you go to school, you get bullied at school, somebody says something, looks at you wrong, then your neighbor kids, and dah, dah, dah, dah, whatever, and your siblings, who knows? But all this stuff gets layered on and you forget that you actually are truly and authentically powerful as you are. You are innately valuable, innately worthy. And what narcissists do is they prey upon people who don’t feel that sense.

And so, the more you gain respect for yourself, the more you realize that you don’t need to respond to every little thing that they do, you don’t need to defend yourself, you don’t need to argue. I always say I’m half Chinese, so I always wear jade, but never jade, never justify, argue, defend, or explain. Because the more you do that, you’re giving them your power, you’re saying, “Here you go. Have my power.”

The true act of power is to take that back and say, “I see you. I see you like I see a toddler having a tantrum on the floor, but when I see a toddler having a tantrum on the floor, I don’t feel like I need to get down on the floor and have a tantrum with them or actually get into it with the toddler.” You just go, you look at them, and you go, “Okay, are you done yet? Well, when you’re done…”

And that’s the way you have to do it. I say you have to put an invisible shield down around you and start putting up boundaries, and say, “I demand respect for myself. I don’t care if you’re my mom, my boss, my sister, my brother, my neighbor, or my best friend, I deserve to be treated with respect and I’m not going to engage in conversations where I’m not being respected.”

Pete Mockaitis
Understood. And I’m curious, when we think about, if you want to call them bullies or narcissists or high-conflict personalities, what proportion of the population falls into this category versus might someone just happen to have a different perspective than us, and be having a bad day? And how do we tell the difference?

Rebecca Zung
Yeah, great question. So, when I did my research for my book last year, I found that approximately 15% of the population has a personality disorder that lacks empathy. So, it’s about 6% or 7% narcissism, and then you go into there’s bipolar or personality disorder, there’s other personality disorders that lack empathy. And so, when you put them all together, it’s about 15%.

Now, then there’s also a percentage of the population that has what they call high-conflict personality disorder, which may not necessarily be narcissism or bipolar or any of these others, or borderline or whatever, but it could potentially be extremely difficult to deal with. Now, what I have to say is that this is a spectrum, right? So, all the way to the end of the spectrum are your people that have these personality disorders that lack empathy.

If you think of Jesus, or the Dalai Lama, or whoever your person is, on the other end of the spectrum, then everybody else sort of falls in between. And so, like where are you on that spectrum? It’s hard to say but we all have an aspect of narcissism in us. I mean, we all want to feel, seen, heard, and know that we matter. That’s the human experience. That’s just who we are.

But it’s when you are to the end of the spectrum, where you’re like, “I am in so much pain, so much shame, so much hurt, so much whatever is going on inside of me, that I feel empty inside and, therefore, all I can do is try to get as much supply as I can to the detriment of anybody else. I don’t have the capacity to have feeling for anyone else,” that’s when it’s an issue.

Pete Mockaitis
Okay. Well, these numbers are higher than I expected. That’s a good chunk of folks, and just lacking empathy, and so just operationally, definitions, let’s hear. I think I know what empathy means. When you say it in this context, what do you mean?

Rebecca Zung
Having the ability to step in somebody’s shoes, and say, “I get you. I feel you. I understand you. I understand your pain. I can see why you would be hurt by that. Your dog just died. Oh, my God, that’s just awful. I feel that pain for you. I feel that.” A person who doesn’t have any sense of that is like, “Okay, but you’re still going to come to work, right? I mean, you’re not going to…I’m not going to lose money over this, right?” Like, they’re just thinking about themselves in that situation.

Pete Mockaitis
Okay. Well, so you’ve got an acronym to slay the bully, S-L-A-Y. Can you walk us through it?

Rebecca Zung
So, S stands for strategy, L stands for leverage, A stands for anticipate, Y stands for you. The strategy piece is having a vision, a goal, a very specific vision that’s not defined by the narcissist or the bully. It’s defined by what you want. And so, what does that look like? Does it mean, if you’re breaking up with a business partner, that you want to keep the business, that you want to be bought out, that you want to buy them out, that you want to sell the business? What does that look like specifically?

And then L is leverage, which I alluded to earlier, but basically if you have these two different forms of narcissistic supply, which is anything that feeds the narcissist’s ego, and the higher-level form of supply for them, the ultimate form is that diamond-level supply, which is going to be their image, their reputation, how they look to the world, all the window dressing. It could be a prestigious job, prestigious friends, big house, money, the big bank account, the car, whatever it is.

It could be a new girlfriend, a new business partner, a boss, colleagues, employees, people that they don’t want to look bad in front of, they will protect and defend this form of supply above any other form. The secondary form of supply is what I call co-level supply, and that is bullying people, making them feel small, pushing them down so that you feel bigger, smearing people, passive-aggressive remarks or behavior, moving the goalposts in negotiations constantly for no reason whatsoever. All of that is what I call co-level supply.

In order to get a narcissist to not be constantly in your space anymore, you have to figure out a form of supply that’s more important for them to protect, i.e. the diamond-level supply, than the supply that they get from manipulating you, and that’s the co-level supply, and then threaten that source of supply, otherwise, they will never leave you alone.

And I want to back up for a second, and just give a quick little overview about how a narcissist is formed. How they’re formed is formed in childhood. I alluded to this toddler in an adult body, but it’s because when they were children, they were in fight or flight on a continuous basis, different times over and over. When this happens to any of us as humans, our brain emits hormones, adrenaline and cortisol mostly.

And that cortisol, when it’s being built up in a brain of a child, can actually cause arrested development in the limbic part of the brain, and that’s what causes the issues. So, while their prefrontal cortex can continue to develop, the thinking and all of that, what happens is, if they get triggered as adults by a perceived slight, loss of control, exposure, it could be a tone, it could be an eye roll, it could be a body language, whatever it is, then that limbic system is activated, it shuts down the prefrontal cortex, and now you’re dealing with full-on emotion, and they don’t think clearly.

They’re not thinking in terms of rationality. They can’t think long-term, “What’s the impact of what I’m doing?” And so, they will literally take themselves down to take down the other person because they see that other person as public enemy number one. Everything is black and white with them, “You’re either for me or against me. If you’re against me, then you’re public enemy number one.” That’s why it’s impossible to negotiate with, or communicate with, a personality disordered person as you can a rational or reasonable person. Does that make sense?

Pete Mockaitis
Understood, yes. So, we’re not really talking about the sensible, rational issues, and the options, and the best path forward, but we’re more so, it’s like, “I’m going to take away your toy. Deal with that.”

Rebecca Zung
It’s 100%, “Even if I’m going to get in trouble, I don’t care.” Because I’ve seen guys that’ll say, “I will burn my business to the ground before I have to pay her alimony.” And you think, “Why the hell would you do that? That makes no sense because then you don’t have the income either,” but that’s what they do, because they’re in that full-on, “I’m not thinking from my reasoning brain.”

Pete Mockaitis
Well, Rebecca, that’s an interesting example there. And so, they say that, and in that moment, they feel that, but in practice, do they actually do that?

Rebecca Zung
Yeah, you do start to see them doing things like that, you know. They’ll fire their top person because that person wasn’t on their side, sided with the wife, or they’ll just stop working. So, we always say in the divorce world, that they end up with SIDS. The incomed spouse, whatever, whoever that is, ends up with SIDS.

We call it sudden income deficiency syndrome, like, “Oh, suddenly they’re not making any money.” And they have no money as soon as the divorce starts. But part of it is because they just decided, “You know what, I’m not going to take contracts, I’m not going to fulfill on them,” things like that.

Pete Mockaitis
Yeah, and it’s really hard to kind of wrap your arms around because it’s not rational.

Rebecca Zung
It’s not rational.

Pete Mockaitis
And, in some ways, it’s slightly rational in the sense of, if we’re being stone-cold no empathy, it’s like “Hmm, well, now I am earning half as much money from engaging in this work that I get to pocket for myself as I was before, therefore, I’m less interested in doing many of these jobs.” So, I guess in some ways, there’s a cold rationality to it.

But at other times, that’s self-destructive situation you described in terms of, it’s like, “I’ll burn my company to the ground before I pay you a cent because I’m filled with rage.” That stuff, that’s sort of eye-opening for me. I guess I’ve lived a sheltered, kind existence, that folks, they don’t just feel that way in the moment, but they, in fact, execute the rational steps over weeks, months, years to execute.

Rebecca Zung
Yeah, they do it, I’ve seen it. And the other half of that is that people will pay attorney’s fees that they don’t need to be paying. I’ve heard guys say to me, “You know, I’d rather pay you than her.” And so, they are constantly blowing up potential settlements because they don’t want…They enjoy the game of it, it’s the sadistic piece of it.

And so, normal rational people will sit down at a negotiating table, and they’ll say, “All right, how can we make sure that both sides feel seen, heard, know that they matter, get something that they want from this exchange so that we can come to a deal? Like, who wants to pay lawyers? Or who wants to keep fighting? Or who wants to…?” Like, there’s a cost to all of that, right? Not just lawyer’s fees, but also part of your life, and the stress of it.

And whether you’re dealing with a business litigation situation or a partnership litigation or maybe you’re just trying to negotiate with a boss for a raise, or a colleague, or whatever it is, it doesn’t have to be a litigation setting, but they’re not trying to come to a resolution. They enjoy the game.

Pete Mockaitis
Well, that really is eye-opening in terms of a total reframe. It’s like, “Oh, the normal game I’m playing with normal people almost all the time is not what to do here.”

Rebecca Zung
No.

Pete Mockaitis
“Instead, I’m going to take this other approach,” which you’ve been walking us through, so we get strategic and leverage, and please continue.

Rebecca Zung
Yeah, so A is, anticipate what the narcissist is going to do, and be two steps ahead of them, which means you know they’re going to try to bait you, you know they’re going to try to trigger you, you know they’re going to try to do whatever they can to continue to get their supply source, their hit. I mean, they’re like drug addicts almost. And so, you want to come up with ways that you’re going to stay ahead of them, shut that down.

And so, what I do is I give people, you know, I have a whole wealth of tools in the toolbox, but some of them, for example, are what I call fluff or favor, vomit later, which is fluff up their ego a little bit to get a little something that you want give it in exchange for something that they want. It’s like you’re fluffing up a pillow, basically. So, sometimes that might be the plan.

Sometimes the plan might be making a plan stand, I call it, which is, whenever you have to meet with them, make sure you have an agenda, a scope, and a time limit so that they can’t sandbag you, so that you keep it to facts, not feelings. Because one of the things that a narcissist will constantly try to do is bait you into all sorts of things, whether it’s going for the jugular.

If you think that you’re really great at money, or handling, or careful with money, they’ll say that you’re a spendthrift, that you were horrible, that the only reason why they have money, the company’s making money is because of them, you know, stuff like that. And you want to sit there and defend yourself, “What are you, crazy? You weren’t even here. I was the one that brought in that particular client, and I was the one…”

Now, they have you. That’s exactly what they want. So, you want to go, “No, today, we’re talking about this issue. We’re trying to figure out how we’re going to dissolve this partnership, and we’re going to look forward. We’re not going to look back,” because you don’t want to get into that.

And then having a time limit because you want to be able to say, “Oh, you know what? It’s an hour or two hours, whatever it is that we allotted for this and, while talking to you is my absolute favorite thing on the planet, we’re going to have to continue this conversation another day,” because you want to take control of the narrative instead of having them take control.

And then the Y is you, which is your mindset. We kind of started with this at the beginning, which is great because I kind of like to start with it. But it’s you and your authentic power and you being on the offensive instead of the defensive. You thinking about how can you walk forward instead of backwards or even just staying straight. You’re shifting a power dynamic. You’re really going 180 degrees a lot of times.

And so, I say, step one, don’t run. Step two, make a U-turn. Step three, break free. Y is you breaking free? Y is you saying, “You know, I see you all the time. I don’t even care because you’re not a thing in my life anymore.” Oak trees don’t worry about whether the wind is going to blow, because they know they’re rooted, and that’s what you want to be.

Pete Mockaitis
Okay. So much good stuff. Well, now, could you maybe walk us through a couple examples of all this played out in action?

Rebecca Zung
I’ll give you an example for the Y. Many people ask me, like, “What’s a main message when you’re dealing with a narcissist or anybody?” And I always say that you and you alone define your value, and people will think what you tell them to think, and that includes a narcissist.

And I’ll tell a quick little story, which is when I first went out on my own many years ago, I had been practicing law for a few years before, and then I went, I was a stockbroker at Morgan Stanley for a couple of years and I had my Sears seven in ’66. And then I decided to go back to law to start my practice. And at the time, I hired a business coach, and I said to her, “Ugh, these people are going to think I’m such a flake. Like, I literally went from being a lawyer to financial, to back to being a lawyer.”

And I was in Naples, Florida at the time, which was a very affluent community, very kind of judgy, you know. And so, I said I was very worried about looking flaky, and she said, “People will think what you tell them to think.” She said, “You can tell them that you’re a flake or you can tell them that you are the only family law attorney that has a financial background, so, therefore, you are more qualified than any other attorney in town. Which story would you like to tell?” And I said, “Oh, maybe I’ll tell that one. That sounds pretty good.”

Pete Mockaitis
That sounds that’ll be better for a client position and bill a lot.

Rebecca Zung
“That sounds better. I’ll take that one.” So, that’s what I did. I positioned myself that way, I marketed myself that way, and within two years, I had the top family law practice there and I was representing billionaires and all sorts of very powerful influential people. And I can tell you that none of them would have hired me if they thought I was a flake, but it was really how I showed up.

And if I had showed up as, “Oh, I’m sorry. I know I jump around a lot,” and kind of defending myself, then people would have seen me as that. But I showed up as, “No, this is who I am, and this is what I do, and this is my background, and this is actually going to help you.” And I can’t tell you how many people hired me because of that, “I’m hiring you because you’re the only one that has a financial background.”

But it’s such a lesson because you define your value, and people will think what you tell them to think. You can tell once people walk into a room and they know who they are and you can’t mess with them. But they define that.

Pete Mockaitis
Beautiful. Okay. Let’s hear another story.

Rebecca Zung
Well, one of my favorite stories is I call it the $2 million apology. So, I was doing a mediation and I was representing this guy who was, like, the top developer in Florida.

Pete Mockaitis
Real estate developer?

Rebecca Zung
Yeah. And even at the time that we did our initial meeting, our initial consultation, he was acting like I was so lucky that he was choosing me to be his lawyer. And at the time, I was, like, referring out like 80% of the people who were coming to me, and so I had way too much to do. And so, I’m like, “I roll in the whole time, like whatever,” but he goes to hire me.

And so, at the time, he goes, “Oh, is there any room in your retainer or your hourly rate?” And I looked at him, and I was like, “No, but I’m happy to refer you to cheaper people if you’d like.” And he was like, “No, that’s okay. I’m going to go with you.” I said, “Okay.” So, then fast forward to mediation, it’s like 12 hours, it’s like 9:00 o’clock at night, we’ve been there forever, we’re all like ready to get out of there, and we’re about ready to sign the agreement. And the wife was going to get about $2 million in alimony over the next few years.

Of course, she was getting a lot of other assets as well, but part of it was alimony. And so, the mediator comes in to me, and says, “Hey, Rebecca, can I talk to you for a second?” I’m like, “You better be coming to me with an agreement that people are signing. Like, what are we doing over here?”

Pete Mockaitis
“At this hour.”

Rebecca Zung
Yeah. And so, he pulls me out in the reception area, and he says, “I have a very unusual request from the wife. She is willing to waive alimony if he will apologize to her for everything that he did to her during the marriage and take responsibility for it.”

Pete Mockaitis
Verbally, not written?

Rebecca Zung
Verbally.

Pete Mockaitis
Okay.

Rebecca Zung
Yeah, so she wanted him to go into the room without anybody else there and apologize. And I’m like, “What’s the catch?” and he’s like, “No catch. This is what she wants to do against her lawyer’s advice, whatever.” I’m like, “All right.” So, I go back into the room and I tell my client what he has to do, “Go to school over there, you know, like a puppy dog with your tail between your legs, whatever, say your thing and then she’s going to wave alimony.”

And he says, “No, I’m not going to do it.” And I’m like, “Yes, you are,” because I’m thinking to myself, “I’m going to have to give this guy, like in the lawyer’s call, a CYA letter, like cover your you-know-what, because what the heck is he doing over here?” And so, I’m like, “I’m going to kick your ass. Like, get over there.”

So, he finally goes over, and he apologized, and she signed off. She waved alimony. And it was like that important to her to get him to apologize but he almost didn’t do it. And so, at the end of the day, we’re standing in the parking lot, he signed, he’s got a signed agreement, the thing is done, and he says, “Hey, by the way…” he’s like, “Thank you very much.”

And he said, “By the way, I just want you to know that I’m glad that you didn’t negotiate your retainer or your hourly rate at the beginning,” he said, “because if you had, I would have thought that you were going to be soft negotiating on my behalf throughout the divorce.” And I was like, “Oh, really?” But the whole thing was very interesting to me and almost like a great case study in negotiating in so many different ways, because I stood firm on my value, and then the fact that he didn’t want to negotiate at the end because of his own ego, his own pride.

Because what would happen is that he no longer would have a tie to her because he wasn’t going to be paying her these monthly payments, so he couldn’t continue to control her. And that’s part of the reason why she also was willing to waive alimony, because she wanted a clean break from him, and he didn’t want to do it. He didn’t want to let go of his supply source but he finally did.

Pete Mockaitis
Yeah, there’s a lot of layers and things to unpack there. And what’s powerful with that value is that it was, in negotiation they talk about the BATNA all the time, the best alternative to negotiate agreement. And in your situation, it really was the case that you were pretty well booked up, you were referring out lots of work, and therefore, you truly, it sounds like, weren’t even tempted in the least to reduce your retainer.

Like, you could walk away, “And I will not be upset,” as opposed to, if you were just getting started, you’re like, “Oh, man, I need every client I can get. Well, maybe,” you know, you probably have some more temptation there.

Rebecca Zung
Oh, well, I have a story about that, too, if you would like.

Pete Mockaitis
Please do.

Rebecca Zung
So, when I did first go out on my own, the guy who ultimately ended up being my law partner, when I moved to California, he had been practicing for years. He was, basically, like my dad’s age and he was a member of the Academy of Matrimonial Lawyers, he’d won all these awards, whatever. He’s such a wonderful man.

I went out on my own, he wasn’t my partner or anything, he was just my friend. He was really opposing counsel in some ways, like 5:00 o’clock one day, I had been out on my own for maybe a month, my receptionist says, “Hey, Jack Long is here to see you.” I’m like, “Jack Long is here to see me? Okay.” So, I go out and sit down in the conference room, and he says, he was from New York originally, so great, and he goes, “I need to talk to you about your hourly rate.” And I said, “What?”

And he goes, “It’s too low.” And so, I mean I was charging like $2.85 an hour or something like stupid because like, I said, “Well, I’m so afraid I’m not going to get clients, you know.” And he goes, “I’m going to tell you a story.” He said, “When I first went out on my own in 1969, or whatever it was, like, it was forever ago,” he goes, “I did a divorce for a guy and I charged him $4,000. And he comes to me and he goes, ‘Jack, you did a great job for me. You charged me $4,000.’” And he’s like, “Yeah?” And he goes, “My wife’s attorney charged her $5,000.” And Jack’s like, “Okay, so you should be happy.” And the guy goes, “Well, obviously he’s better than you.”

Pete Mockaitis
Hmm, obviously.

Rebecca Zung
And so, Jack stood up at that point, and he goes, “Raise your damn rates.” And he walks out. The next day, he calls me, and he says, “I got a great referral for you.” He said, “I’m conflicted off.” It turned out to be Arnold Schwarzenegger’s goddaughter, so I ended up getting to travel with Arnold and become close to him and their family.”

But he says, “I’m giving you this referral,” he said, and he started to explain the case to me and he gave me all the details. And then at the end, he goes, “And they have money, so charge something decent for Christ’s sake,” and he hung up the phone. And so, I took that client, and that day, I raised my rate by, like, a hundred dollars an hour, or something, and I never looked back. We went up from there, obviously. But it was such a good lesson for me.

Pete Mockaitis
Well, there’s so much there with regard to pricing and psychology. And, boy, my favorite part was the word obviously because, in fact, the relationship between price and quality is fuzzy, and sometimes the best lawyers don’t cost the most. It’s just that high prices have to fund fancy buildings and other overheads, as opposed to strict quality of any professional. But, nonetheless, the perception remains, like, “Oh, well, the best are obviously, obviously the most expensive and the cheap ones must not be the best!”

Rebecca Zung
Yes, exactly. And that’s why he told me to raise my rates.

Pete Mockaitis
Okay. Well, tell me, any final thoughts before we hear about some of your favorite things?

Rebecca Zung
I always like to tell people to start looking at people from an observer’s perspective, because the way people treat other people is a direct reflection of the way they feel about themselves so you can never take anything personally. I mean, people who feel great about themselves don’t go around treating other people like crap. That’s just the bottom line.

So, if you take things personally, then it really is about how you’re feeling inside. So, don’t let your trauma do the talking. Don’t let your trauma do the picking. Do the personal development work and all the rest will come.

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

Rebecca Zung
I love the one from Rumi, which is, “Set the world on fire. Seek those who fan your flames.” I love that one because I want you to think about, like, “Are people dousing your fire? Are they pouring water on it? Or are they fanning your flames and throwing logs on it and saying, ‘Hey, I love seeing you fly. I want to see you fly some more. There’s room for everybody’?” So, that’s one of my favorite quotes.

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

Rebecca Zung
I love The Seat of the Soul, Gary Zukav; The Power of Intention, Wayne Dyer; A Return to Love, Marianne Williamson. I love there’s one I’m reading right now, actually, called This Thing Called You by Ernest Holmes, I think is the author. It’s an older book, but I didn’t even know that it existed. So good. Really, really powerful.

Pete Mockaitis
All right. And is there a key nugget you share with clients or in your books, that folks tend to remember and repeat back to you frequently?

Rebecca Zung
I think it’s the things that we’ve been talking about. You know, one of the things that I do say that I hear is what’s negotiable is contracts, issues, and terms. What’s not negotiable is your self-respect, your self-esteem, or who you are.

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

Rebecca Zung
My YouTube is RebeccaZung.TV. I do have a “Crush My Negotiation” prep playbook that people can get for free which is at WinMynegotiation.com, and then my website RebeccaZung.com has literally everything, tons of resources, a lot of everything about all my courses, my coaching programs, my certification, all of that.

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

Rebecca Zung
I would say do everything with complete integrity, and do what you say you’re going to do, when you say you’re going to do it, how you say you’re going to do it, even with the smallest things, making promises to yourself and the rest will come. The first negotiation that we have to do most of the time is with ourselves, for our own self-worth, keeping the negative committee quiet in our head. And so, by keeping promises to yourself, it helps you raise your own self-esteem and become the best version of who you are.

Pete Mockaitis
All right. Rebecca, thank you. This is beautiful, fascinating, fun. I wish you many successful negotiations.

Rebecca Zung
Thank you. Thank you, Pete. It’s been great.