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The Art and Science of
Influence
Daniel Crosby, Ph.D.
www.doctordanielcrosby.com
(256) 683-5551
Influence and You
Meeting client needs- “know your customer”
Maximizing client profits – prevent irrationality
Expanding existing portfolio
Client retention
Work smarter – runs deeper than “sales”
Getting buy-in from team members
Power and Responsibility
“With great power comes great responsibility”
- Peter Parker
The things you will learn today are real and powerful.
Prisoner’s Dilemma
What is the best
communal outcome?
How does this play
out over time?
…if the other initially
confesses?
…if the other initially
remains silent?
RECIPROCATION
People return
kindness for
kindness, and malice
for malice
Transcends cultures,
allows us to build
societies
Client: “Thanks so much
for assisting me with
that, it was a huge help!”
You: ???
So What?
Add value without expecting return
Not dollar for dollar
Make the first move
Take action: Share your expertise, buy a cup of coffee,
pass along an article, make an introduction,
Choose One
Which is the cubic zirconia and which is the true diamond?
SCARCITY
People want what
they cannot easily
have
People act with a
sense of urgency
when they perceive
opportunity slipping
away
Which is more persuasive?
“Acting on this will provide
countless benefits, such as…”
“Failure to act on this will be very
detrimental to what you’re trying
to do, for example…”
The Art of Scarcity
People are motivated by the rare but attainable
Making an idea, product, or behavior out of reach will
prompt dismissal
Be sure to “connect the dots” on how to get from here
to there
So what?
Financial barriers to entry
Highlight unique ideas and approaches
Make it time-sensitive
Keep it scarce but attainable
Concierge-limit number of clients
What do you better than anyone in the world?
AUTHORITY
Milgram Experiment
Son of Jewish refugees of
WWII
Wanted to examine
motivation of Nazi soldiers
65% compliance rate
90% compliance when
authorities disparaged
student
The Power of “Expertise”
Would you choose a cardiologist with 5 or
20 years experience?
Would you choose a therapist with an
M.S. or a Ph.D.?
In teams – build one another up
Individually – humility and confidence
The Art of Authority
All products, services, and ideas have
weaknesses
Individuals find experts who acknowledge
weaknesses more credible
Immediately follow coverage of weaknesses with
discussion of strengths
Promote believability and open the door for your
strongest points to be heard
So What?
What qualifies you to handle my money?
Ground yourself in firm’s expertise
Match expertise to pain points
How can you build up others?
How can others build you up?
Do marketing materials reflect expertise?
COMMITMENT AND
CONSISTENCY
We want to be seen as
consistent
We want others to be
consistent – cognitive
shortcuts
We devalue other
decisions post-choice
Power of Commitment
Initial
Choice
1 2 3 4 5 6
Commit 1 3 2 5 4 6
Amnesia 1 3 2 5 4 6
Foot in the Door
California housewives -
five minute survey
Three days later – Can six
men spend two hours
rummaging through
cupboards?
More than 2x as likely to
consent
Power of Labels
Homogenous group
with respect to
grades and behavior
Randomly assigned
as “poor,” “fair,” or
“gifted”
Arbitrary category
was the best
predictor of final
grades
Power of Labels
Rosenhan Experiment
12 subjects, 5 states
Hearing “thud”
All given Dx and Rx
Some incarcerated for
months
Not a single subject was
discovered by doctors
Discovered by fellow
patients
So what?
Initial commitment is the hardest!
What committed clients might make a larger
commitment?
Determine a small initial commitment for
prospective clients.
Who do you want your clients to be?
How should you treat them as a result?
Asch Experiment
CONSENSUS
The Asch Experiment
Most people are followers
Another cognitive shortcut
“This is our most popular
dish.”
Leverage the Unseen
“They”
Influence the Influential
Hard truth: The merit of an idea does not
predict its adoption rate as well as its
adoption by influential others does.
John Lancaster invented a cure for scurvy
that took 200 years to catch on.
The most influential people in a group are
usually slightly more gifted than the
masses, but similar in other important
ways.
So what?
RS Funds – “Alignment with Clients”
Most popular offerings
Popular offerings for specific subsets
Narrative for similar clients
LIKING
We are most easily
influenced by
people…
…that we like.
…the we perceive to
be like us.
What assumptions
do you make?
Who do we like?
Physically attractive – halo effect
People who pay us compliments – sincere or
otherwise
People who make us laugh
People with whom we share a common
struggle
Be a Detective of Personal
Brands
People “brand” themselves
in myriad ways
Cars, clothes, haircuts,
pictures, relics are all
peoples’ attempts at being
understood on their own
terms
Find and build on similarities
Take an interest
So what?
Matching – beard, broker tie
Dress the part
Pay sincere compliments
Emphasize common struggles
Discover and build on common beliefs
Connect around common interests
Lived Learning System
“Nothing that is worth knowing can be taught.” –
Oscar Wilde
“If you hold a cat by the tail, you learn things you
cannot learn any other way.” – Mark Twain
Challenge: Apply learning by completing weekly
challenges over the next month and a half.

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Persuasion: How to Influence Others

  • 1. The Art and Science of Influence Daniel Crosby, Ph.D. www.doctordanielcrosby.com (256) 683-5551
  • 2. Influence and You Meeting client needs- “know your customer” Maximizing client profits – prevent irrationality Expanding existing portfolio Client retention Work smarter – runs deeper than “sales” Getting buy-in from team members
  • 3. Power and Responsibility “With great power comes great responsibility” - Peter Parker The things you will learn today are real and powerful.
  • 4. Prisoner’s Dilemma What is the best communal outcome? How does this play out over time? …if the other initially confesses? …if the other initially remains silent?
  • 5. RECIPROCATION People return kindness for kindness, and malice for malice Transcends cultures, allows us to build societies
  • 6. Client: “Thanks so much for assisting me with that, it was a huge help!” You: ???
  • 7. So What? Add value without expecting return Not dollar for dollar Make the first move Take action: Share your expertise, buy a cup of coffee, pass along an article, make an introduction,
  • 8. Choose One Which is the cubic zirconia and which is the true diamond?
  • 9. SCARCITY People want what they cannot easily have People act with a sense of urgency when they perceive opportunity slipping away
  • 10. Which is more persuasive? “Acting on this will provide countless benefits, such as…” “Failure to act on this will be very detrimental to what you’re trying to do, for example…”
  • 11. The Art of Scarcity People are motivated by the rare but attainable Making an idea, product, or behavior out of reach will prompt dismissal Be sure to “connect the dots” on how to get from here to there
  • 12. So what? Financial barriers to entry Highlight unique ideas and approaches Make it time-sensitive Keep it scarce but attainable Concierge-limit number of clients What do you better than anyone in the world?
  • 13. AUTHORITY Milgram Experiment Son of Jewish refugees of WWII Wanted to examine motivation of Nazi soldiers 65% compliance rate 90% compliance when authorities disparaged student
  • 14. The Power of “Expertise” Would you choose a cardiologist with 5 or 20 years experience? Would you choose a therapist with an M.S. or a Ph.D.? In teams – build one another up Individually – humility and confidence
  • 15. The Art of Authority All products, services, and ideas have weaknesses Individuals find experts who acknowledge weaknesses more credible Immediately follow coverage of weaknesses with discussion of strengths Promote believability and open the door for your strongest points to be heard
  • 16. So What? What qualifies you to handle my money? Ground yourself in firm’s expertise Match expertise to pain points How can you build up others? How can others build you up? Do marketing materials reflect expertise?
  • 17. COMMITMENT AND CONSISTENCY We want to be seen as consistent We want others to be consistent – cognitive shortcuts We devalue other decisions post-choice
  • 18. Power of Commitment Initial Choice 1 2 3 4 5 6 Commit 1 3 2 5 4 6 Amnesia 1 3 2 5 4 6
  • 19. Foot in the Door California housewives - five minute survey Three days later – Can six men spend two hours rummaging through cupboards? More than 2x as likely to consent
  • 20. Power of Labels Homogenous group with respect to grades and behavior Randomly assigned as “poor,” “fair,” or “gifted” Arbitrary category was the best predictor of final grades
  • 21. Power of Labels Rosenhan Experiment 12 subjects, 5 states Hearing “thud” All given Dx and Rx Some incarcerated for months Not a single subject was discovered by doctors Discovered by fellow patients
  • 22. So what? Initial commitment is the hardest! What committed clients might make a larger commitment? Determine a small initial commitment for prospective clients. Who do you want your clients to be? How should you treat them as a result?
  • 24. CONSENSUS The Asch Experiment Most people are followers Another cognitive shortcut “This is our most popular dish.”
  • 26. Influence the Influential Hard truth: The merit of an idea does not predict its adoption rate as well as its adoption by influential others does. John Lancaster invented a cure for scurvy that took 200 years to catch on. The most influential people in a group are usually slightly more gifted than the masses, but similar in other important ways.
  • 27. So what? RS Funds – “Alignment with Clients” Most popular offerings Popular offerings for specific subsets Narrative for similar clients
  • 28. LIKING We are most easily influenced by people… …that we like. …the we perceive to be like us. What assumptions do you make?
  • 29. Who do we like? Physically attractive – halo effect People who pay us compliments – sincere or otherwise People who make us laugh People with whom we share a common struggle
  • 30. Be a Detective of Personal Brands People “brand” themselves in myriad ways Cars, clothes, haircuts, pictures, relics are all peoples’ attempts at being understood on their own terms Find and build on similarities Take an interest
  • 31. So what? Matching – beard, broker tie Dress the part Pay sincere compliments Emphasize common struggles Discover and build on common beliefs Connect around common interests
  • 32. Lived Learning System “Nothing that is worth knowing can be taught.” – Oscar Wilde “If you hold a cat by the tail, you learn things you cannot learn any other way.” – Mark Twain Challenge: Apply learning by completing weekly challenges over the next month and a half.