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This post can also be found at the Trust Matters blog.

My mother always told me that bad luck comes in threes. At the risk of pushing my luck, I’m going to disagree with her–at least when it comes to trustworthiness. Here are three phrases, each three words long, that are an essential part of any Trusted Advisor toolkit: “That makes sense,” “Tell me more,” and “I don’t know.”

“That Makes Sense”

Charlie speaks this phrase all the time and it’s remarkably effective. I say “speaks,” rather than “uses,” because it’s not a tactic; it’s a genuine expression of empathy.

When said from the heart, “That makes sense” is an incredible intimacy-builder. It’s no accident it also happens to be what relationship guru Harville Hendrix teaches couples to practice saying with each other when working through tough personal issues. Simply put, it’s validating. In a business context, “that makes sense” is particularly disarming in response to an opposing viewpoint…or something you don’t really want to hear.

Note that saying “that makes sense” is not the same as saying “I agree.” With “that makes sense,” you’re simply looking at the world from the other person’s vantage point and seeing how things might be pieced together. And unless you’re speaking to someone whose mental faculties are completely compromised, I promise you things do make sense over there, and there’s a way to see it, somehow or another.

“I see you’re concerned about investing a lot of money and time without being sure of the return. That makes sense.”

“Sounds like it’s imperative to have the right executive sponsor in place before we move forward. That makes sense.”

“It makes sense to consider all the options before you decide which firm you want to hire.”

“Tell Me More”

“Tell me more” is a simple and elegant way to invite someone to share information with you. Distinct from a targeted, intellectually-impressive question, “tell me more” implies an absence of time pressure, agenda (as in motives), and a desire to show off. Its subtext: “The agenda is yours, my time is yours, and my focus is devoted to you, not me.” Its beauty is in its simplicity and its other-orientation.

“I Don’t Know”

I’ve been in and around the consulting industry for close to 20 years and know very few consultants who are comfortable not knowing an answer to a question (myself included). On the contrary, we’ve convinced ourselves that clients not only want answers, they want the right answers…right away.  (See The Point of Listening is Not What you Hear but the Listening Itself.) Which leads to a lot of well-intended bad behavior, like ever-so-slightly exaggerating what we do know in order to fill in the gaps.

The alternative is having the courage to say “I don’t know” when you don’t know–being forthright in a way that appropriately conveys your overall confidence (so high, in fact, that you’re OK to admit what might be perceived as a weakness) and your commitment to find the most accurate answer. As counter-intuitive as it may be, “I don’t know” actually builds credibility (and therefore your trustworthiness) because it shows you are honest. ( For more about how the things we want to say the least usually build the most trust, read Trust and Golf: How Neither Makes Sense).

The Proof

Of course, we could add “I love you” to the list of word triplets, but then things start to get a little too squishy. (Or do they?)

I’ll end with this instead: intimacy, other-orientation, and credibility increase trustworthiness. “That makes sense,” “Tell me more” and “I don’t know” improve your score on each. Therefore, three little words really can make you more trustworthy.

Quod erat demonstrandum.

P.S. By the way, with the new year upon us and so many of the usual resolutions already long-forgotten, it’s worth checking out Chris Brogan’s recent blog post, My 3 Words for 2010. Trusted Advisor Associates’ three words for the year (in draft) are Community, Rich-Soil, and Starpower. My personal ones are Leaps, Delicious, and Gravitas. And you?

This post can also be found at the Trust Matters blog.

Special thanks to Noelle who participated in a Being a Trusted Advisor program Charlie and I led recently. Noelle told a similar story in class that was the inspiration for this post.

I had an experience with US Airways recently that shed light on the difference between what I’ll call a Sears Win-Win* and a Real Win-Win. In short, the difference boils down to incentives.

The Story of an On-Time Departure

It seems that US Airways is placing a lot of emphasis on on-time departures these days.  Works for me! As I was getting settled on a recent flight, I noticed that the flight attendant working my section was particularly smiley and up-beat, urging everyone to get buckled up and ready to go in a most effervescent way.

I acknowledged her demeanor as she paused near my row. “We’re working hard for an on-time departure today and it looks like we’re going to make it!” she beamed.

“Wow,” I said, a bit taken aback by the commitment and the positivity.

Then she added, “And there’s $50 in it for me if we leave the gate on time!”

(Apparently, US Airways implemented a new program in 2009 where employees below the director level can earn up to $150 per month in incentive pay when they achieve top-three rankings for on-time performance, mishandled baggage reports or customer complaint numbers.)

“Oh,” I said.

And then we left on time…and arrived on time.

Why Motives Matter

On the surface, this sure looks like a win-win: I won because we left and arrived on time; the flight attendant won because she got her bonus. The corporate incentive program worked! Or did it?

I say it didn’t. Not really. It clearly achieved a desirable result (me arriving on time). And that result came with–what’s the word I’m looking for–baggage (me feeling like chopped liver). Which is why I call this a Sears Win-Win, not a Real Win-Win. If we look throught the lens of the Trust Equation, my friendly flight attendant’s Self Orientation was sky high. And therein lies the problem: the source of her interest was her own benefit, not mine.

How Do We Make the Ending Happy?

Here are some conclusions I draw from this story:

  • Incentives are great. And they’re not enough
  • When one or more parties in a business transaction leaves that transaction without feeling cared about, it’s a loss, not a win.
  • Motives aren’t only spoken; they’re exuded
  • Real Win-Win’s are motivated by caring, not by numbers.

Which begs the question, how do you incent–and incite–someone to care?

Any answers out there?

*Reference courtesy of Frank Zappa

by Andrea Howe on Tuesday, December 1, 2009

At first blush, intimacy is a strange word to use in a business context. “What, I’m supposed to intimate with my clients?” In the sense that being intimate means being familiar, informal, and emotionally connected…yes, indeed.

Intimacy is one of the four components of theTrust Equation and it usually gets the short-shrift. For most, it’s more natural to build trust by increasing credibility and reliability. And yet, without intimacy, business transactions are just that–transactions–and the “safe haven” experience that is the hallmark of Trusted Advisor relationships is a pipe dream.

Here is a Top 10 list of intimacy-builders to help answer the question, “How do I build intimacy with my clients?”

Caveat: While the three  groupings (Be Positive, Be Personal, Be Bold) are relatively universal, the specifics underneath are written from a U.S. orientation (mine) and should be adapted as appropriate to fit different cultural norms.

Be Positive

1. Tell your client something you appreciate about him. Don’t just think it; say it. “Amal, before we dig into our agenda today, I just wanted to say I really appreciate how you handled the meeting yesterday. You were clear and direct while also listening to the concerns that were raised. I think it made a difference for the staff.”

2. Celebrate successes together. Give the tendency to be a Task Master a little reprieve. Suggest meetings, coffees, lunches–whatever–that are specifically focused on reflecting on/toasting a job well done.

Be Personal

3. Use your client’s name when you communicate with him/her. They say your own name is the sweetest music to your ears. Address your client personally in your emails, voicemails, and conversations.

4. Use colloquial language. Check the consulting jargon and multi-syllablic words at the door. Practice human talk. Simple. Straightforward. To the point.

5. Be empathic in all your interactions. Empathy creates emotional correctedness. Stop to demonstrate that you’re really tuned in to what your client is saying (both the words and the “music”) before you ask your next question or make your next recommendation. “It’s clear this is a stressful situation, Frank” or “I can appreciate the difficulty in that” or “That sounds like a victory worth celebrating!” (see #2)

6. Be willing to express your own emotions. They’re legit too. “Gee, Johannes, I must confess to feeling pretty frustrated by what you just said” or “You have no idea how happy I am to hear that.”

7.  Share something personal. The next time you’re doing the Monday morning how-was-your-weekend-fine-thanks-yours bit, don’t let it stop at a superficial exchange. “My weekend was great, Surita, thanks for asking. My parents were in town and Sam and I really enjoyed the built-in babysitting. We got a much-needed break.”

Be Bold

8. Acknowledge uncomfortable situations. Caveats are conversational jewels: “Wow, this is awkward…” or “I wish I had better news…” or “The timing with this is embarrassing…”

9. Say what needs to be said. Practice doing it in 10 words or less. “We’re not going to make the deadline” or “We just don’t have the executive sponsorship we need” or “Jim is leaving the team.” The direct approach works especially well in combination with caveats (see #8).

10. Take responsibility for mistakes. Yeah, it’s risky. It’s also human (we all make ‘em) and refreshingly real. “Janet, part of the problem here is that I dropped the ball.”

Of course, none of these “techniques” creates intimacy if they’re forced or disingenuous or robotic. It’s okay (and perfectly natural) to be a little awkward and unpolished–in fact, that just creates more intimacy.

My mechanic taught me something the other day about being a Trusted Advisor. He screwed up in a big way. And I ended up trusting him more as a result.

An Old Car and an Intimate Relationship with AAA

I love old cars and I drive a 19-year-old Mazda Miata as my primary vehicle to prove it. This necessitates an intimate relationship with AAA, as well as Gray’s Auto in Arlington, VA, where I’ve taken my cars for years with good results. A few weeks ago my car overheated on the way to an appointment. AAA came to the rescue, depositing me at Gray’s where Kevin and crew graciously inserted their unexpected visitor near the top of the list of waiting customers. it took days (and a lot of money) to diagnose and fix the problem. When I arrived at the scheduled time to pick up the car, it wasn’t ready–still being test-driven. It didn’t pass the test. I sat in the grimy waiting room for nearly three hours until it was (ostensibly) ready to go. Then half a mile into my drive home it overheated again–dead as a doornail in the right-hand lane of a busy DC thoroughfare. It was Saturday; growing dark; raining. I wasn’t the happiest of campers.

I called Kevin. He was embarrassed and frustrated, and tried valiantly to find a wrecker (on their dime) to retrieve me faster than AAA could. No luck. “We’ll stay open for you,” he assured me.

Ninety minutes later my haul and I were back at  Gray’s, where Kevin and crew waited to take care of me. They handled the situation beautifully. They were responsible and apologetic, not defensive and guilt-ridden. They didn’t explain or justify or blame; they simply said, “We’ll take care of it.” Then Kevin’s boss insisted on driving me home, stopping along the way for take-out (on his dime) so I wouldn’t have to worry about dinner. And in the end, there was no additional charge for the final repair, even though they’d spent considerable money on parts and labor replacing another failed temperature sensor. We joked when I picked up the car the second time about a mutual desire not to see each other again for at least a couple of months.

Trust Doesn’t Just Trump Screw-ups:  Screw-ups Can Create Trust

So why do I trust Kevin–and Gray’s Auto–more as a result of this experience? Because I’ve seen their true colors. I know what they stand for. And I am confident that, given another challenging situation, they will rise to the occasion. Could they have fixed the problem the first time? Maybe; I don’t really know and I don’t actually care. What I’m left with is an experience of being looked after by people who chose to do right by me, which far outweighs the costs (tangible and intangible) of a one-time goof.

Mistakes are an opportunity for us to show the world what we’re made of–to make known how we handle ourselves and who we choose to be in a moment of truth. Don’t be afraid to screw-up. When you do (and you will because we all do), don’t cover it up with excuses or defensiveness or blame or avoidance tactics. Show your clients who you are for them. Do the right thing and they’ll learn they can count on you for far more than parts and labor.