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Plagiarism, Concealment or Coincidence? The Case of Bob Beck

by Charles H. Green on Tuesday, October 21, 2008 (post #361)

One way to destroy trust is to say "trust me." So, I avoid calling myself a "trusted advisor"—it invites mistrust.

Another way to destroy trust is to conceal something. Even the appearance of concealment can be cause for suspicion, and affects trustworthiness. That's why we react negatively to even the appearance of plagiarism: it calls into question the credibility, as well as the motives, of the one who appears to be concealing.

Consider sales trainer and author Bob Beck who headlines himself as "The CEO's Trusted Advisor." Mr. Beck is selling a white paper on the internet with his name as the author; it looks remarkably like a paper I wrote 8 years ago. I'm going to practice transparency here, rather than labelling, and simply let you look at the data. I've provided selections below, as well as links to full text.

You decide what's going on.

Exhibit 1. An article called HR Leaders as Trusted Business Advisors, written and copyrighted by me in 2001. It has been online and publicly downloadable for free, ever since December, 2001—and I can prove that. There's a site called the Wayback Machine, which archives websites at particular points in time. Here is my website's articles page from December, 2001, including the article; and here is the article itself from the archived site of the same date, December 2001.

Exhibit 2. A white paper purportedly written by Bob Beck, listed as copyrighted 2008, called Relationship Selling Redefined. Nowhere does he mention my name, or attribute any of his white paper to anyone besides himself. He is selling this article as his, online, charging $9.95 for it.

Here are selected chunks from each article, side by side.

Comparison of Selected Text: Green vs. Beck

HR Leaders as Trusted Business Advisors: Charles H. Green, 2001

Relationship Selling Redefined: Bob Beck, 2008

I. Trusted Advisors and the Nature of Trust

HR is a consultative function. In many respects, an HR executive is no different from a lawyer, an advertising executive, or a management consultant. She has a great deal of responsibility and very little authority. She has deep functional expertise, but must work with clients who do not have that expertise, often don't want to know it, and may not even respect it. Finally, she must gain the respect and even liking of her clients in order to be heard, and to be effective in her job. In short- an HR exec must function as a consultant.

I. Trusted Advisors and the Nature of Trust

A sales professional should have a high degree of a consultative function. In many respects, a sales executive is no different from a lawyer, an advertising executive, or a management consultant. They have a great deal of responsibility and knowledge; have solutions, but very little authority. They should have deep functional expertise, but they must work with prospects and clients who do not have that expertise, often experiencing prospects that don't want to know it, and may not understand they need it. Finally, they must establish relationships based on mutual respect in order to be heard, and to be effective in their job. In short- a sales exec must function as a consultant.

There are consultants and there are consultants. At the lowest level of the consulting hierarchy there is simply purchase of technical expertise. At the higher levels of consultative relationship, one can begin to talk about a Trusted Business Advisor. At these levels, a consultative professional can have true influence and leverage over an organization, bringing his or her functional expertise to bear without artificial limitation, where appropriate, for the greater good of the organization. Most HR execs aspire to -or should aspire to- this level.

There is consultative selling and there are consultants. At the lowest level of the consulting hierarchy there is simply purchase of a specific expertise, i.e. technical expertise. At the higher levels of consultative relationships, one can begin to talk about a Trusted Business Advisor. At these levels, a consultative sales professional can have true influence and leverage over an organization, bringing his or her functional expertise to bear without artificial limitations, for the greater good of the organization. Most sales professionals aspire to -or should aspire to- this level.

Trust, Risk and Fear

Arguably the root negative human emotion is fear. Below the surface of anger, jealousy and other negative emotions lies the fear of losing what we have, or of not getting what we want. A natural response to fear is to limit risk-taking—which in turn limits the opportunity for trust. So overcoming fear turns out to be critical for the trusted advisor.
Fear in professional services takes several specific forms:

* Fear of not having the answer
* Fear of appearing stupid
* Fear of not knowing where to start
* Fear of being inaccurate

Trust, Risk and Fear

Arguably the root negative human emotion is fear. Below the surface of anger, jealousy and other negative emotions lies the fear of losing what we have, or of not getting what we want. A natural response to fear is to limit risk-taking—which in turn limits the opportunity for trust. So overcoming fear turns out to be critical for the trusted advisor.
Fear in any sales role takes several specific forms:

* Fear of not having the answer
* Fear of appearing stupid
* Fear of not knowing where to start
* Fear of being inaccurate

This pattern of fear-based responses to risk is typical among lawyers, accountants and consultants—and not surprisingly so. All their professional lives they have been taught that the way to success is hard work focused on the rational mastery of their chosen technical field. When faced with a difficult client situation, it is a rare lawyer that doesn't use the blunt force of his or her expertise and credentials to reassert his or her dominance of the situation. It takes personal courage to face fears head-on; yet that is the basis for trust. Is the HR/client relationship really any different? This pattern of fear-based responses to risk is typical among lawyers, accountants and consultants—and not surprisingly so. All their professional lives they have been taught that the way to success is hard work focused on the rational mastery of their chosen technical field. When faced with a difficult client situation, it is a rare lawyer that doesn't use the blunt force of his or her expertise and credentials to reassert his or her dominance of the situation. It takes personal courage to face fears head-on; yet that is the basis for trust. Is the sales/client /prospect relationship really any different?
1. Listening to earn the right.

Done comprehensively, listening "earns the right" to proceed to the next step in the trust process, or the giving-of-advice process, or the selling process. It requires three distinct phases—each operating in the rational realm and in the non-rational realm. The three phases are a) get the data, b) get the context, c) acknowledge.
1. Listening to earn the right.

Done comprehensively, listening "earns the right" to proceed to the next step in the trust process, or the giving-of-advice process, or the selling process. It requires three distinct phases—each operating in the rational realm and in the non-rational realm. The three phases are a) get the data, b) get the context, c) acknowledge what you understand.
First, the rational side. We may ask, "What is the volume in this process?" The rational data answer is "3000 transactions per month." Some professionals leave it at that. But even in the purely rational realm, a data point with no context is often useless. If we ask a simple contexting question—"How big is that?"—we may find out, "That's the most it's ever been." We then use paraphrasing—"So, 3000, the most it's every [sic] been, right?" not only to make sure we have the data and context right, but also to confirm to the speaker that she is being heard, and heard correctly. First, the rational side. Salesperson may ask, "What is the volume in this process?" The rational data answer is "3000 transactions per month." Some professionals leave it at that. But even in the purely rational realm, a data point with no context is often useless. If we ask a simple contexting question—"How big is that?"—we may find out, "That's the most it's ever been." We then use paraphrasing—"So, 3000, the most it's every [sic] been, right?" not only to make sure we have the data and context right, but also to confirm to the speaker that she is being heard, and heard correctly. [Note above where the same typo appears in both versions]
The same sequence must happen on the non-rational side. We might ask "What role did you play in that?" and find out "I ran the project to increase volume." That is emotional data—it tells us something about individual. A contexting question might then be, "What was that like?" and we might find out, "They said I couldn't do it." This tells us that the speaker has some justifiable pride in this accomplishment. Empathy—the emotional equivalent of rational paraphrasing—is then called for—"Wow, that must have been quite an accomplishment for you." The same sequence must happen on the non-rational side. We might ask "What role did you play in that?" and find out "I ran the project to increase volume." That is emotional data—it tells us something about individual. A contexting question might then be, "What was that like?" and we might find out, "They said I couldn't do it." This tells us that the speaker has some justifiable pride in this accomplishment. Empathy—the emotional equivalent of rational paraphrasing—is then called for—"Wow, that must have been quite an accomplishment for you."
There are five skillsets useful to becoming trustworthy:

1. Listening to earn the right…
2. Metaphor….
3. Name it and Claim It…
4. The Language of Trust…
5. Thinking Out Loud
There are five skill sets useful to becoming a trusted advisor:

1. Listening to earn the right…
2. Metaphor…
3. Strategic Confusion…
4. The Language of Trust…
5. Thinking Out Loud
Thinking out loud lets the client see the consultant's thought process. It may feel like a risk to the consultant, but is perceived by the client as inclusive. It also lets the client contribute to the thinking. It also frees up the consultant to truly listen, instead of thinking about what he's going to say when he's done pretending to listen. What's it sound like? "OK, lets see now, you've said that we've got X, Y and Z, now I'm thinking out loud here so help me out, OK, so what comes to my mind first is the Q issue. Although there is usually an aspect of Z, so we have to keep that in mind. Now lets see, you also said...." That is not sloppy thinking; it is real thinking, as seen in development. Thinking out loud lets the client or prospect see the sales consultant's thought process. It may feel like a risk to the sales consultant, but is perceived by the client as inclusive. It also lets the client contribute to the thinking. It also frees up the sales person to truly listen, instead of thinking about what he's going to say when he's done pretending to listen. What's it sound like? "OK, lets see now, you've said that we've got X, Y and Z, now I'm thinking out loud here so help me out, OK, so what comes to my mind first is the Q issue. Although there is usually an aspect of Z, so we have to keep that in mind. Now lets see, you also said...." That is not sloppy thinking; it is real thinking, as seen in development.
Trust and Risk

Trust without risk is an oxymoron. "Trust" without risk-taking is not—it is either blind faith or a calculable bet. To trust requires that we have some knowledge of our situation and its risks—and that we are willing to make ourselves to some extent vulnerable and dependent on the not-guaranteed goodwill of another.

Trust thus begins with risk. A defining characteristic of trusted advisors is that they take personal risks early on, thus creating trust. A classic example is pricing. It feels "risky" to mention price of a prospective project too early—the professional fears it will be seen as crass, or might scare off the client before the client has had a chance to hear the benefits side of the value equation.
Trust and Risk

Trust without risk is an oxymoron. "Trust" without risk-taking is not—it is either blind faith or a calculable bet. To trust requires that we have some knowledge of our situation and its risks—and that we are willing to make ourselves to some extent vulnerable and dependent on the not-guaranteed goodwill of another.

Trust thus begins with risk. A defining characteristic of trusted advisors is that they take personal risks early on, thus creating trust. A classic example would be a thorough qualification process. It feels "risky" to ask direct and bold questions to a prospect too early—the professional fears it will be seen as crass, or might scare off the prospect before they have had a chance to hear the benefits side of the value equation.
The natural responses to these fears include retreating or attacking, covering up our self- perceived ignorance, refusing to engage in certain discussions or to take what feel like risky steps into the unknown—particularly the emotional unknown. We reduce risk out of fear. Unfortunately, that reduces trust. The natural responses to these fears include retreating or attacking, covering up our self- perceived ignorance, refusing to engage in certain discussions or to take what feel like risky steps into the unknown—particularly the emotional unknown. We reduce risk out of fear. Unfortunately, that reduces trust.

 

Maybe I should be honored; maybe I should just say to myself, 'Imitation is the sincerest form of flattery.'

Or, maybe not just yet. Last week, Geoffrey James, author of the blog Sales Machine, posted an entry titled Noted Sales Guru Caught Plagiarizing? Guess who he was referring to? Excerpts:

Iwas shocked yesterday when I received credible information that a source I’ve used in this blog has apparently been plagiarizing content. His name is Bob Beck and he’s author of the (ironically-titled?) book “Mutual Respect.”

James then compares web pages from Beck with pages from another, earlier-dated source. He then goes on to say:

"I have in my possession other examples of apparent plagiarism, including an entire white paper from Beck that appears to be lifted from a white paper originally published by Siebel Systems."

James invites Beck to write in and explain himself. The same offer stands here. Mr. Beck?

Meanwhile: I've spent an additional $33.99 to buy a CD from Mr. Beck titled "The Trusted Advisor." I can't wait to see what's in it. By the way, The Trusted Advisor (by Maister, Galford and me) was copyrighted in 2000. Just to be transparent about it.

Charles H. Green is founder and CEO of Trusted Advisor Associates; read more about Charlie at http://trustedadvisor.com/cgreen/

You can follow him on twitter @CharlesHGreen

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12 Comments

Geoffrey James said

http://blogs.bnet.com/salesmachine/

I have to admit that this is beyond bizarre.  

posted on Tuesday, October 21, 2008

barbara garabedian said

Please enter your comment

Charlie, this really is slimy. I suppose one can take the "high road" with this activity by Mr Beck as a "left handed compliment".  That said, its one thing to grab a word or two  or random thoughts as background for a paper but to publish a book & speak in public, without even a reference to you- is criminal! You should get your lawyers involved (albeit costly and timely) or...maybe you should consider a way to inform more people about Mr. Beck's activities - what about a posting like this on U Tube, etc , and asking readers if they think its just coincidence????? After all, it is your intellectual capital, your reputation and your livelihood.

posted on Tuesday, October 21, 2008

peter vajda said

www.spiritheart.net

Hi, Charlie,

Two thoughts:

1. Well Mr. Beck has overcome one fear that you mention in your paper:

Fear of appearing stupid...hmmm...
 

2. I'm a great believer in the Law of the Circle - what goes around comes around - and here is a grand opportunty to trust the "Universal process"...he's taken on a karma that will have repercussions in some way, shape or form...in time...it never fails

 

posted on Tuesday, October 21, 2008

Charles H. Green said

www.trustedadvisor.com/trustmatters

Barbara and Peter, I think you're right.  I'm not taking the legal route here; justice is too expensive.  I'm taking the "let some sunshine in" route, which puts me in the karmic agent role, as Peter suggests. 

It's a powerful law (what Peter's calling the karma), and a great lesson for trust.  If you accept truth and reality as they are, instead of trying to meddle with them, then you will never get nailed for telling lies. 

The great virtue of always telling the truth is that there's only one version of it that you have to remember--the real one. Anything less than that, and you're constantly trying to put a finger in the dike of reality.  It tends not to work.

Here's how it works in the real world, and a huge irony it is indeed.

If Mr. Beck had approached me and asked if he could quote liberally from it, I almost certainly would have said, "as long as you spell my name right, include my URL and email address, and maybe a link to my book on Amazon, sure; it helps you and it helps me."

If Mr. Beck had approached me and asked if could sell his paper online and split the proceeds with me I almost certainly would have said, "Hey, works for me; I like passive income!  Thanks for the offer, partner!"

In other words, if he'd trusted me, I'd have trusted him.  That's just how it works.  And you may call it buddhist, or you may call it a Beatle song, but it's also a business model.  It works if you let it work.

But he didn't trust me.  And he went out and called himself a Trusted Advisor, and--if you interpret the facts I laid out above as indicating that he copied my material--then he tried to manipulate things so he avoided the truth.  And, as Peter points out, you can't mess with the truth--it'll getcha.

So ironic.  You empower what you fear.  You get back what you put out.  Trust is profitable.  Mistrust will cost you. This is a higher law than the law of intellectual property, I think.

Somebody oughta write a book on this.  Though not, perhaps, Mr. Beck (whom I still haven't heard from).

posted on Tuesday, October 21, 2008

Dave Stein said

http://davesteinsblog.wordpress.com

Charlie,

Thanks for this post.  You did the right thing.

For consideration by those that follow you and your blog:

Hey! Stop Plagiarizing My Content!

I had been reluctant to attribute the plagiarism cited in that blog post to Beck, but now that more and more examples his "work" are being brought out in the open, I've decided to expose this unprofessional and damaging behavior.

 

posted on Tuesday, October 21, 2008

barbara garabedian said

GIDDY-UP Dave !!!!!!

posted on Tuesday, October 21, 2008

Mark Slatin said

www.truecolorsconsulting.com/?m=2008

He's either desperate or dumb.  Either way, there's no doubt that Mr. Beck has outright plagerized your material. 

I will follow your blog to see if he responds with an appropriate apology. 

As always, you did a lawyerly job of exposing him.  Eventually all who lie, cheat and steal get exposed.

Mark

posted on Tuesday, October 21, 2008

Charles H. Green said

www.trustedadvisor.com/trustmatters

Those interested in following up can pick up the action at Dave Stein's blog, and Geoffrey James' latest, still evolving.

On Geoffrey's site, you can see Bob Beck's response, and click in to register your vote about what you think would be an appropriate response.

posted on Wednesday, October 22, 2008

Colleen Francis said

www.engageselling.com

The problem is habitual....my stuff was stolen 2 years ago. And like you.....its a word for word copy! As an example check out:

http://www.engageselling.com/blog/?p=561

We have taken legal action. I have a zero tolerance policy for this behaviour and it really makes me mad to see him hiding behind the intern.

Thought leader? trusted advisor? I wonder if he counsels his CEO's to throw their employees under the bus too?

Cheers Colleen

www.engageselling.com

posted on Friday, October 24, 2008

Chris Herbert said

marketingthatmatters.blogspot.com

Yup, he copied you. The good news is his blog is down and you've got yourself another subscriber to your blog! That would be me.

- Chris.

posted on Sunday, October 26, 2008

Joaquin said

www.gudlaif.com

What a shame Charles.

I´ve been looking at Google´s cache page of his blog and indeed his message is contradictory. He himself falls into the trap of putting the client as a means to an end (sales) with things like ¨Remember these demand generation tips¨. It´s a contradiction to insist on becoming ¨the trusted advisor¨ right after that when it´s clear what you´re recommending is thinking of your sales before your client interests.

There´s a saying in Spain that goes: ¨se coge antes a un mentiroso que a un cojo¨, ¨it´s easier to catch a liar than a lame¨.

Like many here have said, it was a matter of time. Charles, I like and very much respect your approach to this. You´re, well, trusting, righteousness.

posted on Monday, October 27, 2008

Jill Konrath said

http://www.sellingtobigcompanies.com

Charlie,

It didn't take me very long (15 minutes) to find a plagiarized article of mine, as well as one of Kelley Robertsons. I just posted about it on my blog:

http://sellingtobigcompanies.blogs.com/selling/2008/10/outing-a-plagia.html

Very sad that he thought he had to do this to be successful - and oh, so very wrong. 

The end never justifies the means.

posted on Tuesday, October 28, 2008



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