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Why Experts Are Bad at Sales

Why Experts Are Bad at SalesIf you’re a lawyer, accountant, management consultant, VAR, systems engineer, financial advisor, CRM expert, architect, IT services consultant or even an HR consultant – odds are that you’re ineffective at selling.  That’s the bad news.

The good news is – it isn’t hard to get better.  If you do,  you’ll compete far more effectively against those who haven’t learned the trick. The trick is dialing back the emphasis on expertise.

Trust Sells

Let’s start with the commonsense observation that trust sells – powerfully.  If your customers trust you, many good things follow – higher close rates, lower price sensitivity, greater client loyalty, to name a few.

Trust isn’t one monolithic quality.  In the Trust Equation, we deconstruct trustworthiness into four components – credibility, reliability, intimacy, and low self-orientation.  Data collected over the years (see the Trust Quotient Self Assessment) identify the relative importance of those four factors in creating a perception of trustworthiness.

Trustworthiness Data

For example – gender and trustworthiness. When asked to guess which gender is more trustworthy, about 85% of my workshop audiences guess women; and 12,000 datapoints say they’re right.

Further, nearly all the gender difference is due to different scores on one factor. I also ask workshops to guess which factor that is, and again, they are overwhelmingly right – it is intimacy.

Score two for commonsense backing up the data.  And there’s more. Surveys of trustworthy professions show shifts over time in the least trusted professions – used car dealers one year, lawyers another, politicians another. But the most trusted profession is remarkably consistent – nurses. Again, audiences find that this “makes sense.” And tying the data together, note that of the four attributes of trustworthiness, the one most easily identifiable with nursing is, again, intimacy.

Finally, we were able to isolate six “Trust Temperaments” – differing combinations of high scores from each of the four trust equation components. The three highest-scoring pairings were the three that contained Intimacy as one of the factors.

The combination of high Credibility and Reliability scores is what we most associate with subject matter experts.  And that combination was tied for least trustworthy among the six pairs.

The level of technical mastery required by the professions, for example, is considerable, and necessary. It’s not surprising that people in such lines of work would score highest on the attributes of credibility and reliability, the two “rational” and “hard” components of trustworthiness.

The problem comes when they assume, implicitly, that what their customers most want is a massive display of that expertise. Selling in those businesses, more often than not, is dominated by exhibitions of mastery, methodology, intellectual performances, credentials and references.

But technical mastery is the least effective approach to trustworthiness.  The most effective component of trustworthiness is precisely the one that so many experts shun – intimacy.

The Cure for Expertise

There’s nothing wrong with expertise; it’s necessary. It’s just not sufficient. What’s needed are some basic intimacy skills. That means, above all else, listening.

The listening that’s required is not listening as in being quiet, or even listening as aggressively pursuing questions. It’s listening as a sign of respect; listening with no objective beyond understanding the customer.

This kind of listening is part skill, part attitude. It requires the ability to suspend the overwhelming desire to solve problems. It isn’t easy to do – but it is simple. It is accessible; it can be learned.

Another intimacy skill is the ability to take an emotional risk.  Examples of such risks include saying you don’t know when you don’t know (very difficult for experts, whose careers are based on avoiding such moments), and acknowledging feelings – your own, and those of your customers.

Most technical professionals will remain expertise-based – and ineffective at sales. And that spells great opportunity for the few people and firms who are capable of recognizing the power of soft skills in producing hard results.

This article was first published in RainToday.com in a longer form. 

The Power of Transparency in Marketing

It’s a temptation that lures almost all marketers and salespeople: the desire to limit and control information to consumers. It seems so obvious – lead with your best attributes, downplay your least. Yet in many cases, this impulse turns out to be quite wrong.

An example – online car auctions:

Common sense would suggest some information—a car’s age and mileage—is essential, but that total transparency about other things (precise details on subpar paintwork) might deter buyers, and lower auctioneer commissions.

[Two researchers] set up a trial, randomly splitting 8,000 cars into two groups. The first group were auctioned with standard information, including age and mileage. The second had a detailed report on the car’s paintwork.

The results were striking: cars in the second group had better chances of a sale and sold for higher prices. This effect was most pronounced for cars in poorer condition: the probability of a sale rose by 23%, with prices up by 5%. The extra information meant that buyers were able to spot the type of car they wanted. Competition for cars rose, even the scruffier ones.              The Economist

The example is from an article about insights that micro-economists are bringing to business, but you don’t have to be an economist to get it.  Our trust in the seller, as well as our trust in the product, is increased when we know we have access to all relevant data.

Transparency in Talent

(Many) years ago I coordinated MBA recruiting for a small consulting firm. Our competitive offers fared poorly in terms of acceptance against BCG, Bain and McKinsey. Then I had an idea.

We had a worldwide partners’ meeting scheduled in Boston during recruiting season. I arranged for a select group of MBAs from Harvard and Sloan to have cocktails and dinner with all of our partner group (about 30 people at that time). The pitch was, we were the only firm who would offer 100% access to all partners worldwide.

Now, MBA students are not nearly as risk-seeking as they’d like you to believe – not, at least, about their first job. It turns out that the promise of transparency removed lots of perceived downside risk, and our acceptance rate soared that year.

Transparency in Marketing and Sales

The biggest fear consumers have of salespeople is that the salesperson will manipulate or mislead them – so their default position going in is mistrust. The early phases of a buying decision are also the times when the buyer has the least amount of information. In other words: salesperson suspicion is highest when the customer has the least data.

The answer seems obvious: make all relevant information easily available to consumers, in a manner which they control, and which minimizes the chance of manipulation. Your website, for example.

Having self-educated, consumers will then seek out salespeople for advice that goes beyond the data (does this work with Windows XP? can you customize it for wholesale grain distributors?). And this time, the interaction is near-free of suspicion.

The success of both inbound marketing and content marketing give evidence of the increasing use, and success, of this simple insight: transparency in marketing and sales helps all parties.

Good marketing and sales are enhanced by following trust principles, not by avoiding them. What’s good for the buyer is good for the seller too.

Warning: Don’t Read This Blogpost

Well, well. You saw the title, right?  And yet here you are, reading this blogpost.

Worse yet – you’re probably here reading this blogpost because you saw the title warning you not to. What does that say about you?

We Are All Teenagers

You’re hardly alone. People don’t really ever grow out of our rebellious teenage phase.  You know, the phase where whatever someone tells you to do just drives you in the other direction?

Partly that’s about finding our wings. But mostly, I suspect, it’s about wanting respect from the Others – in teen-hood that’s parents; in adulthood, it’s Everyone Else.

Whatever the reason, I suggest to you: we are all teenagers.  We all do not like being told what to do. In fact, we are sorely tempted to do the opposite of what we are told to do.

Teenage Buying

The implications for sales are profound. Permanent teen-hood means a continual state of resisting being told what to do. It would seem obvious that the worst way to sell someone, the worst way to get your advice taken, the worst way to persuade another to your worldview, is to tell them what they should do/think/believe/buy.

And yet – salespeople everywhere insist on trying to sell us.

The best way to persuade someone turns out to be paradoxical – you mainly listen to them.

That’s right – to best persuade, first stop trying to persuade.  In fact, stop talking. Listen. The natural reaction of our species is then to return tit for tat, listen for listening.

As proof, here are some time-tested samples of folk-wisdom that express the same point more eloquently than I can.

You might even try it on a teenager. It worked for me, and on me.

Trust-based Selling

The goal of most selling is to make the sale. The goal of trust-based selling is to help the customer; the sale is an outcome, not a goal.

In trust-based selling, the right time to mention price is when it is useful to the customer to know it.

In trust-based selling, you don’t “handle objections” – you jointly explore the fit of the solution.

In trust-based selling, hard-sell is not a sin – wrong-sell is.

In trust-based selling, the acid test is whether or not you’d refer the customer to a competitor – if the competitor has the better solution.

In trust-based selling, a sale transaction is just an event along the path of a relationship.

In trust-based selling, the default mode of presentation is transparency.

In trust-based selling, the time-frame is lifetime. Assume that you will meet this customer again, along with his or her customers, cousins, bosses and Facebook friends, and that every interaction is evident to all of them instantly. That’s your reputation.

Trust-based selling relies on the proposition that people return good for good, and bad for bad. If you treat a customer respectfully and with trust, and they happen to need what you are selling, the natural response is to buy it from you.

That proposition is not only an ethical template – it is a business model.

Trust-based Selling: McGraw-Hill, also available in Kindle and CD-ROM format. It’s a good book.

You Can Lead a Horse to Water, but You Can’t Make Him Buy

The biggest problem in sales? Violating the laws of human nature.

Exhibit A: one of those timeless folk-wisdom sayings, “You can lead a horse to water, but you can’t make him drink.” Not many of us have equine interactions these days, but we still get the metaphor: you can’t make people do what they don’t want to do.

Cue Bonnie Raitt’s achingly beautiful “I Can’t Make You Love Me – If You Don’t,” for a Top-40 version of the same wisdom.

Or, if you prefer, try telling a teenager what to do. The same law will present itself.

Seller vs. Human Nature

When you try to sell a client – or, if you prefer, to “persuade” them (or to get them to take your most excellent advice, it’s all the same) – what’s your attitude?

Probably you’re trying your best to add value, to listen, to come up with great ideas. You’re trying to frame issues sensibly, to identify pain points and to clarify objectives and outcomes. All great stuff, of course.

And all the while, inside, not very deep down, your inner voice is screaming:

     “Drink, you damn horse – drink!”

Detach from the Outcome

The problem is, all those linear sales models lied to you. Not the first part – it’s all good, the leading the horse to water part.  The problem comes in making the horse drink.  Because people don’t do what you want them to do.

No need to get all psychoanalytic here, you can test it on yourself. When someone tells you to do something, what’s your instinct? And if they try to dress it up, pretty please with candy, pretending they don’t actually care if you do the thing they want you to do – what’s your instinct?

Neeeiiiighhh!

The trick is simple, really.  Give it up.  Detach from the outcome. Stop being wedded to the horse drinking. Stop obsessing about the sale.

Seriously – let it go. The client will buy, or the client won’t buy.  If you’ve done everything you can to bring the horse to water, then stop at the water’s edge. Let the horse drink.

The amazing thing is, if you do that, the odds of getting the sale go up. Not down, up. To get results, give up control. If that sounds more like a Buddhist mantra than a Salesforce.com app, ask yourself which model has been around longer.

Try selling instead from the serenity prayer: change what you can, accept what you can’t, and be attuned to the difference.

Awarding Sales

A few weeks ago, I was included on a list as a Top 50 Sales & Marketing Influencer for 2012.

I appreciate that. I’m going to put it on our website’s front page for a little while, and I want to thank the good people at TopSalesWorld.com who put together the list.

I also want to say a few things about awards, about who’s on awards lists – and about selling.

Who’s On the List

I’m not a full-time sales guy. There are folks on this list who have devoted their lives to furthering the cause of sales, and I’m a little sheepish about being included in their company.

I’m not just talking about heavyweights like Tony Alessandra, Mark Benioff, Jeffrey Gitomer, Seth Godin, and Neil Rackham (Neil gets my nod for uber-guru).

I’m also talking about some really talented thinkers and doers. Do not consider this list exhaustive, because I’m only going to mention some whom I personally know fairly well, and therefore can personally attest to being great:

Ian Brodie

John Doerr and Mike Schultz

Anthony Iannarino

Jill Konrath

Dave Stein

Paul McCord, a senior statesman also on the list, noted to me the conspicuous absence of Zig Ziglar. I myself note the equally curious absence of David A. Brock.

Still, let’s not get all tizzied up. No list will suit all preferences, else there’d be no need for a list.  But what’s interesting is the idea of sales as a topic for a list.

Being Great at Sales

Selling is a fascinating application of human social behavior. It can be done in an anti-social manner (which is where we get our universal negative stereotypes about pushy, greedy, hard-sell salespeople).

But sales is also the locus of some of the best of human behavior. Sales, done rightly, is the art of improving other people’s lives, while getting paid a living for doing so.

I’m aware that this definition also includes therapists (potentially), as well as lawyers, accountants and consultants (again with the caveat). Rightly so.

Human beings interact with each other both well, and badly. Most of us manage many examples of each in the course of a day.

  • Bad interactions are usually based on fear and blame, and manifest as attempts to get others to do our bidding
  • Good interactions are usually based on beneficence and curiosity, and manifest as attempts to help others.

Because we interact on the basis of reciprocity, bad behavior begets more bad behavior, and good begets good. (Anyone detecting a parallel with spirituality here goes to the head of the class).

Which means: the best sales result from motivations that are the opposite of self-interest. I ask you: is that not a fascinating paradox?

Why Sales is Fascinating

Many salespeople are fond of saying, “Nothing happens until someone sells something.” This I find mundane.

Much more interesting is that sales is the theater where we act out our most human roles in the business world. Not finance, not manufacturing, not administration: sales. Sales is quintessentially human in its struggle to overcome our own limitations, and to become better people.

The really great authors know this. Neil Rackham wrote The Book about the necessity of listening before suggesting solutions. Jill Konrath writes about respecting the pressures on our customers’ lives. Ian Brodie lives the principles of the curious and gracious salesperson.

I really am honored to be included on this list, and that’s no sales pitch.

 

 

 

4 Behaviors that Help Delivery People Be Better Business Developers

It’s an age-old challenge in the consulting industry: how to get your delivery people to develop more business. After all, who’s in a better position to bring in more work than the people who labor side-by-side with the client? But first there are barriers to break through. Read on for four specific strategies that will help your delivery people execute on both project plans and business development plans.

Old Problem: Those Closest to The Client Don’t Want to Sell 

The other day I was chatting with Jonathan, the Chief Growth Officer for a boutique consulting firm. He spoke about the long-standing challenge of getting delivery people to think and act like business developers.

We talked about how:

  • Many are 100% focused on delivery. They’ve got their eye on their target: project results. So they naturally pay the most attention to delivering on project promises, sometimes missing what’s in the periphery.
  • Some don’t see business development as their job. This mindset is common and understandable: Generating new work is for salespeople or business developers; delivery is for project teams. And there’s certainly a case to be made for spending time where you excel and have expertise.
  • Some aren’t sure how to sell. They may have a “deer in the headlights” reaction at the thought of selling, even though they know they should be looking for new opportunities, and even though they genuinely want to get better at it.
  • No one wants to be seen as smarmy. They’ve developed trust based on project execution and may see it as a breach of that trust to switch to “sales mode.”

Looking through the lens of delivery, all of these perspectives make sense. And all of them hinder business growth—for consultants and clients alike.

New Mindset: It’s a Disservice Not To Sell 

One way to get delivery people to develop more business is to change their mindset—to help them think their way into behaviors that will naturally open doors. I think that’s the right place to start. Make it your job to remind them—again and again—that everyone in the organization has a higher obligation than delivery: client service. “Selling” then, is part of the professional obligation to serve the client. Not paying attention to the clients’ business needs as a whole is a disservice. Don’t miss an opportunity to beat that drum.

I also believe that’s the beginning and not the end. Overcoming the concern about being seen as smarmy—which I suggest is the biggest barrier—will take more than a steady drum beat.

New Approach: Behaviors That Take the “Sell” Out of “Selling” 

Let’s be honest: selling is perceived as a less-than-meritorious endeavor more often than not. There are widely held stereotypes on the part of buyers and sellers alike that influence our thoughts, feelings and actions when we’re on either end of anything that feels like a sale.

Delivery people may falter because they’re just not sure how to approach opportunities in an un-smarmy way—even if they’re clear it’s the right and good thing to do. You owe it to them to provide specific tools and approaches to help take the “sell” out of selling. Try these four:

1. Ask permission. Telling a client about new opportunities to improve their business is a hundred times easier when you have set the expectation early on that you’re going to do it. At project kickoff, this could sound like this:

“Aria, we’re going to be working together closely for four months. We are totally committed to achieving the results we’ve defined in our project plan. Along the way, we might see opportunities to improve your business that fall outside the scope of our work. Would it be OK with you if we bring those to your attention when we see them?”

Then when the time comes, it’s natural to start with, “Aria, remember when we said…”

Anyone on the team can set this expectation and anyone on the team can follow through.

2. Sell by doing. One of the reasons sales gets a bad rap is that it’s seen—fairly or unfairly—as a process of mostly talk and little action. Selling by doing is a distinct approach that gives your client the actual experience of working with you. This is particularly valuable for professional services and is an easy transition when delivery people are already working shoulder-to-shoulder with a client. It gives the client a taste of what it might be like to go in a new or different direction, without obligation or pressure to move forward.

3. Sell the right solution, not your solution. The purpose of traditional selling is to help others buy from you; the purpose of trust-based selling is to help others make the best decision for them right now. Suggest that your delivery folk unreservedly explore all options with the client—not just your company’s solution. This frees them of the concerns they feel about having a company agenda. A trusted advisor, after all, is a safe haven for tough issues, not just ones for which you have a product or service or that fall within the scope of your work. Paradoxically, the chances are excellent that you’ll win more client loyalty—and more business in the long-run—when you approach opportunities with this mindset and the behaviors to back it.

4. Use caveats. Sometimes we feel things even when we know we “shouldn’t”—like feeling awkward or smarmy when it’s time to talk about being of greater service. Suggestion: say something about that. “Geez, at the risk of coming across as salesy…” That’s what we call a caveat, and it’s a conversational jewel. It dispels the yuck that you’re feeling and communicates that you care about how your message is received. It simultaneously smoothes over what could be an awkward shift for the client—although truthfully is more likely awkward for the one delivering the message.

Taking the “sell” out of selling—employing four specific strategies to reduce the perception of sales as smarmy—leads to greater value and better results.

Isn’t that the ultimate delivery?

Still Afraid of the Sales Monster Under the Bed?

I was still afraid of the Sales Monster Under the Bed when I was 32.

I was 6 years into my career in management consulting.  It was becoming clear that the road to advancement no longer lay in more expertise. Instead, it lay in what was euphemistically called “business development.”

I was no dummy. I knew what “business development” meant: the dreaded Sales Monster.

Business Development, the Euphemism

You know something’s wrong when people cloak a supposedly reputable activity in the passive voice. If they couldn’t even look you in the face when they said “business development,” it proved they really meant “sales.”  Blech.

I knew I had to do business development.  But what was it?  And what was the least horrific way to go about it?

You know the list:

  • Write white papers
  • Write articles
  • Network
  • Go to industry association meetings
  • Make cold calls
  • Explore existing client relationships
  • Do mailings
  • Send holiday cards.

Holiday cards felt a little intrusive. At least white papers relied on expertise. The other steps were too horrible to contemplate.

The Sales Monster

In retrospect, my fear of sales was self-fear, aided by the intangible nature of professional services.  Lawyers, accountants and actuaries, I later found, all suffered from the same malaise.

It just all felt so personal. I had joined consulting because it seemed a meritocratic society of the intellect. The implied promise was I’d get rewarded for being smart.

That promise was being broken. Suddenly it was personal. Clients weren’t just buying expertise, they were buying me. Or not. That wasn’t just unfair, it violated my belief that content mattered.

Worst of all, of course, was if they didn’t buy. It was hard to rationalize a loss; it meant, ineluctably that They Didn’t Like Me. I understood Sally Fields’ Oscar acceptance speech very well.

Vanquishing the Sales Monster

It took me 15 more years to realize that every thought I’d had about sales was wrong. And it was more a process than an epiphany.  There were a few books along the way that helped:

But it was more life experiences than books that changed my view.  If you come right down to it—I had to grow up.  I had to develop and change as a person in order to understand the keys to sales.

I had to recognize the ultimately paradoxical nature of sales: the best way to sell is to stop trying to sell, and to focus instead on helping others get what they wanted.

Learning the Truth

You cannot learn this truth by reading this blog. Or by reading any book or article. You probably won’t learn it from anyone telling you.  It seems to me that we all learn things the hard way—from our own experience.  And my experience is that hard lessons, negative examples, bad experiences, are better teachers than good ones. Sad but true.

But sometimes, someone can say something in a way that makes it click for you.  It can pull together your own learnings and make a light bulb a little brighter. And that can help a lot.

So, here’s my own Top Twelve list of ways that I found to say something that I found meaningful. I hope one of them can turn on a little light bulb for you.

12 Insights on Trust-Based Selling
    1. Closing the Book on Closing
    2. Handling Sales Rejection Without Becoming a Narcissist
    3. How Sales Contests Kill Sales
    4. I Can’t Make You Love Me If You Don’t
    5. Sales, Narcissism and Therapists
    6. Selling Professional Services
    7. 10 Myths About Selling Professional Services [pdf]
    8. What Clients Really Want
    9. What to Say When the Client Says Your Price is Too High [pdf]
    10. When to Ditch the Elevator Speech and Take the Escalator or the Stairs
    11. Why Nobody Cares About You (and You Should be Glad They Don’t!)
    12. Why Should We Buy From You?  Good Question! [pdf]

If you’d like more help in vanquishing your own sales monster, you can also consult my book Trust-Based Selling (as the Trust-Based Selling print edition or the  Trust-Based Selling ebook for Kindle).

If the Sales Monster still lives under your bed, remember: it doesn’t have to be that way.

Sales, Narcissism and Therapists

I recently had some back and forth emails with Richard Osborne. Dick has 30-plus years’ experience as a therapist. His credentials[1] include a PhD in Clinical Psychology from Harvard where he studied under, among others, Chris Argyris.

We covered a lot of ground, starting with the idea of narcissism, but ending up talking about sales and about change: personal change, corporate change, and the role played by leaders and coaches.

Following are some excerpts.

Sales readers: hang in there—the good stuff’s coming.

RO: I read your article in Trust Primer Vol. 10 about sales and narcissism with interest.

CHG: Good. I should have asked you before I wrote it—is there a guru of narcissism?

RO: You mean, as opposed to narcissistic gurus? OK, that’s just my cynicism showing. But, having seen one self-proclaimed Holy Man after another come and go (often in riches or scandal or both…), I admit that I’ve developed a certain skepticism towards the type.

CHG: Scandals aside, can’t a guru say anything important about narcissism?

RO: Sure. Some raise some interesting questions about it–specifically, the phenomenon of charisma (which I’ll define as interpersonal presence and power). Some who are charismatic are also narcissists — but not necessarily all.

The true charismatic knows what he or she is about and is naturally confident. That clear belief in oneself and one’s role (or mission or product, for that matter) is powerfully attractive because we all suffer from what William James called “the will to believe.” Most of us feel less than fully whole or confident. The charismatic therefore represents a level of confidence and a wholeness that we lesser beings admire and desire; they believe in their ability to lead and influence us and we are grateful to follow.

The narcissist, on the other hand, may project charismatic qualities but, at his core, is wounded and insecure. He seeks praise and/or followers to reassure and shore up his shaky self-regard. But he also tends to use these people and even to hold them in some contempt because, not really believing in his goodness or rightness, he believes he has manipulated and even fooled others into becoming his devotees and sycophants. He has a tendency to shore up his own self-regard up by devaluing others. He also is much more sensitive to — and sometimes explosively reactive to — criticism. The true charismatic is solid while the narcissist is brittle and reactive.

CHG: How many of each type are there?

RO: Well, there are few pure types in the real world. Many people have genuinely charismatic qualities — but are a bit narcissistic too (i.e. a little too focused on kudos and competition with peers and a bit too thin skinned). Politics is full of these types. Hitler and Khadafi are probably as close as you can get to pure narcissism. Bill Clinton and Elliot Spitzer are charismatic — but a little narcissistic too.

CHG: I bet most people would buy that.

RO: So, back to your article: certainly the fear of rejection is powerful — and potentially debilitating. I understand what you are getting at with your advice to avoid becoming a “narcissist” — i.e. to stop personalizing sales encounters as a thumbs up or down on one’s core worth and, instead, cultivate an attitude of genuine interest in learning more about what works and what doesn’t and why. That is, to become an observer and student of one’s own behavior and its effects on others and on the sales process.

In therapist-speak, you are reframing the issue so that sales encounters are not seen as a test of one’s sales “mojo” or basic worth, but to develop a process of study and mastery — or learning how to learn. (This idea harks back to Gregory Bateson, cybernetics, and “second order learning” which Argyris pushed in his books and classes. A variant of that line of thought is expressed in books like “The Talent Code: Greatness Isn’t Born. It’s Grown. Here’s How.” by Daniel Coyle and “Talent Is Overrated: What Really Separates World-Class Performers from Everybody Else” by Geoff Colvin which discuss and promote the concept of “deep practice” and the like).

CHG: Shrinks have their own issues with this, don’t they? Are shrinks any better at it than salespeople?

RO: Sure, it’s the same struggle. It’s a profession in which a majority of clients drop out quickly without explanation, leaving a lot of therapists puzzled and scratching their bruised egos. [Sales folks: sound familiar?] There’s a wide spectrum with therapists who build successful practices with waiting lists at one end, and those who struggle to maintain a quarter time or third time practice with constant cancels and no shows at the other.

So, back to my quip about narcissistic gurus. Many of the very successful therapists are undoubtedly charismatic. Some are also narcissistic, the most egregious ones being those who sexually exploit clients to stroke their own egos (and raise malpractice insurance premiums for the rest of us!).

CHG: How does a therapist evolve past this? Perhaps even more than a salesperson, a shrink has to get beyond the self-centered crap. How have you done it?

RO: I don’t think I’m very charismatic as a person or as a therapist. I know that there are clients who are disappointed with that. They are willing potential believers in search of a therapy guru. Temperamentally, I’m too skeptical and philosophically savvy to have a true belief in any one school or technique. I am an eclectic by default because any other position is intellectually and professionally untenable to me.

But I am not flying completely blind. What little science there is in my field has repeatedly yielded the following robust findings:

Schools and techniques account for a very small portion of therapy outcome. Instead, the biggest sources of variance are:

a. What the client brings to the party

b. The person of the therapist and his/her ability to form an effective therapeutic relationship.

CHG: OK, this is getting very cool. I believe the therapist-client relationship has a lot of parallels with the salesperson-customer relationship. So let’s make the translation. If the metaphor holds true, that would suggest that:

The methodology of sales you choose accounts for a very small portion of sales success. Instead, it would be driven a lot by the buyer’s predilections, and by the salesperson’s ability to form an effective buyer-seller relationship.

Does that make sense to you?

RO: I’m no salesperson, but yes.

CHG: OK then, the obvious question—and you can answer this from within the therapist metaphor—are therapists made, or can they only be born?

RO: I used to believe that the ability to form successful therapeutic relationships was simply something you had — or not; i.e. the innate talent that Coyne is referring to. For some, natural charisma is part of it.

But I have come to believe that wherever one is on the innate talent/charisma continuum, one can improve significantly through the sort of process that you are recommending to sales people — becoming a student of the interpersonal process.

CHG: We at Trusted Advisor Associates also believe that trustworthiness—which includes a lot of what we’re talking about here—can be learned. On the therapy side of the metaphor—what does it take to make it work?

RO: One key ingredient is, of course, getting feedback. Therapy research has produced another repeat finding: therapists are often poor judges of how their clients feel and react to them.

We believe we are being effective when we are actually missing the boat; and we often wrongly assume we have failed when clients drop out when some of those clients have actually gotten a great deal out of that limited therapeutic encounter.

In other words, we’re often simply clueless, groping in the dark because we’re not asking for feedback and using that to self-correct.

CHG: So: let’s review the bidding. Don’t be a methodology ideologue. Get over yourself. Learn how to relate to others—which can be done. And learn how to seek, and learn from, feedback.

Dick, what with insurers cramming reduced fees down your throat for everything you do in your profession–have you considered going into sales training? I have a sense you’d be good at it.

RO: Only if it includes trout-fishing on the Battenkill on Thursday afternoons.


[1] Dick’s also my brother in law, but don’t hold that against him.

Let Your Doing Do Your Talking: Five High Impact Tips

It seems only natural. We rehearse, over and over, what we say and how we say it. “Put the em-pha-sis on the right syl-la-ble.” “Po-ta-to, po-tah-to.” “Take my wife—[wait for it…] please.” And so on.

What you say and how you say it is indeed critical—especially if you’re a stand-up comic or a keynote speaker.

But when it comes to sales and client relationships—what drives impact is not your saying—it’s your doing. You sell by doing, not by telling.

Behaving Trumps Talking

How often have you heard:

– Actions speak louder than words

What you do speaks so loud that I cannot hear what you say

People will judge you by your actions, not your intentions

-Walk the talk

-Talk is cheap because supply exceeds demand

-You have two ears and one mouth for a reason

There is much wisdom in folk wisdom like this. We over-emphasize content, over-analyze our words. Worse–our actions can contradict our words. If part of your spiel is that you’re client-focused—in that moment, you’re not.

It’s your actions that will sell—or not.

Five Opportunities to Replace Talking with Actions

You can read elsewhere tips about your demeanor, look, body language. Here are five ways you can design your actions to help your customers experience what you’re about.

1. When you illustrate a point through an example–make the example about this client, not your other clients. Everyone’s favorite subject is—themselves. Indulge them.

2. Offer free samples. It works with ice cream, but ice cream has color, taste, texture. Tax advice doesn’t. It becomes tangible only when the client gets some. Give some samples.

3. Work side by side with your customer. Don’t waste time back at your office pondering what your customer might want—ask them.

4. Put potential clients in touch with past clients–let them talk directly. They each learn a lot, and you get the credit for the introduction.

5. Ask for advice, not feedback. You can replace a hundred customer-sat written surveys with one serious, face-to-face meeting asking your customer to help you redesign your processes.

And one final bonus tip: Don’t say ‘trust me.’ Let your trustworthy actions do your talking for you.