Keith Rosen, MMC
June 11, 2009
By Keith Rosen, MCC

My Meeting with Zig Ziglar – A Timeless Message Regarding the True Definition of Success and How to Achieve It

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Zig Ziglar and Keith Rosen

About 25 years ago, I read my first book on selling. It was, The Secrets of Closing the Sale. Like many sales and business professionals, this was the first book that I was ever exposed to which focused on the subject and the art of selling. 25 years later, I had the distinct pleasure of sitting down and meeting with the master of selling and personal development, the often imitated but never duplicated, Zig Ziglar.

Now, if you’re in sales or a self help junkie, you know who Zig Ziglar is. (If not, you’re either someone who hasn’t truly invested in your career and embraced lifelong learning by continually investing in your development, you’re fairly new to the selling profession or are just starting out, or you’ve been living under a rock for far too long.) Zig (he prefers to be called Zig over Mr. Ziglar) is truly an American Legend, an icon in the world of personal and professional growth and one of my personal heroes. (The conversation I had with him further cemented why this is still true today). Zig has shared the platform with many distinguished Americans such as Presidents Ford, Reagan and Bush and has authored over two dozen books on personal growth and success, family, sales and leadership that have touched the lives of millions of people across the world.

Zig has an appeal that transcends barriers of age, culture, industry and occupation. Since 1970, he has traveled over five million miles across the world delivering powerful life improvement messages, cultivating the energy of change.

Zig Ziglar’s corporation is built upon the same philosophy he expounds to his audiences – hard work, common sense, fairness, commitment and integrity.

In his autobiography, Zig offers a candid and inspiring account of his transformation from a “too small, poor boy from Yazoo City, Mississippi,” to one of the world’s most highly regarded motivational experts. At the heart of his story are his many heroes who modeled solid values such as faith in God, commitment to hard work, compassion for others, common sense, integrity, and a sense of humor.

“Wow! What an amazing experience. What did he teach you that was new?” This is the first reaction I would typically hear from people when first telling them I had spent an afternoon with Zig and time at his headquarters. So, what impact did Zig leave on me that I have taken to heart? What profound, new and valuable message was I able to walk away with from my meeting with this highly acclaimed guru and though leader?

Before I answer that, (no, I won’t make you wait until my next blog post) here are just a few of the things that Zig and I casually chatted about. (Our conversation was videoed and I will be posting the video to share with you in the very near future.)

• How the selling profession and the profile of a salesperson changed and evolved since the time he authored, The Secrets of Closing the Sale, 25 years ago.
• What salespeople need to do today to ensure their success in this new marketplace.
• What leaders need to be more mindful of if they want to ensure the success of their organization.
• The people who have impacted his life the most.
• Zig’s definition of integrity.
• A message for the younger generation out there, who are working hard at trying to build a successful career and a family.
• His legacy.
• What parents need to do to be more accountable around raising children with stronger, more meaningful values.
• How people actually go about developing or upgrading their attitude.

I was fortunate to gain the perspective of such a worldly man grounded in the values that matter. You would even think that it would be a bit of a challenge to retain all of the gems Zig shared with me. Conversely it wasn’t. It was surprisingly, yet reassuringly very simple. You see, the ultimate epiphany I had, the priceless message that Zig delivered, was grounded in the core principles that are and have always been right in front of us.

Zig reinforced what really mattered most; the basics. Yes, that’s right. The basics that we so often gloss over, neglect, take for granted and assume we already have in place. The very basics that are paradoxically, still the undeniable and timeless secret to success and designing a life worth living.

The basics of truth, being your word, living a life of integrity, honoring your core values and your commitments, honesty, family, faith in yourself and helping your fellow man and woman selflessly and graciously. Yes, the basics that our society seems to have an unyielding tendency to put aside and dismiss in search of the latest and greatest, the next “Big Thing” or the flavor of the month. We have fooled ourselves into thinking there is some other secret out there that would help us get what we want most and propel us to where we want to be, both in our home life and at our work life.

We are hiding behind the guise of “What’s next” without honoring the core, fundamental beliefs and values that make us all worthwhile human beings. As we immerse ourselves in our own thinking, as we get distracted and challenged by the upsets and problems at work, as we continue to allow the media to erode our thinking and our heart-centered priorities as well as sensationalize our deepest fears and insecurities, we move farther and farther away from the person we truly want to be, and then with a shock, we turn around and notice that the person we have become, is not the person we want to model, especially for our children.

Our integrity has now been compromised, and we wonder why we continually feel, “off,” out of sorts, or out of balance with ourselves, regardless of how much more money we make or what other possessions or successes we amass. We can’t understand why personal satisfaction, our self worth, sense of fulfillment and our peace of mind continually escapes us and our grasp, and becomes more and more elusive.

To reinforce Zig’s message, I’m reminded of a conversation I had with his son. When talking with Tom Ziglar, the CEO of Ziglar, Inc., he shared with me so many wonderful stories about his dad. During one of our conversations, he shared with me one of his dad’s quotes which was, “How much better would world be if people cared as much about their responsibilities as they do their rights.” With the level of greed and American Entitlement that has plagued our society, which has only come into our direct line of vision due to our challenging marketplace and the media continually reporting on the failure of so many large institutions and organizations, this message is so timely today, more than ever before.

Zig’s message touches the heart, soul and spirit of everyone he interacts with, especially those who work with him. It was during my video shoot later that day, as I was filming some new training and coaching insights, when someone else in Zig’s office shared another story that is yet another testament to Zig’s character and being a man who lives by his word and walks his talk. I was told that, throughout all of the years Zig has traveled the word, before every seminar or presentation he ever delivered, even as they’re introducing him and calling him on to the stage, he would always make it a point to pick up the phone and call his wife, just to tell her he loves her.

What a better place our world would be if every man and woman would call their spouse or significant other on their way to work, just to say, “I love you.” To this day, Zig cherishes his wife and the relationship he has with her (the Redhead, as he lovingly refers to her in his books). He keeps her on the pedestal that she so rightfully deserves to be on. Again, what would our world be like if we followed in Zig’s footprints, doing the things that really matter most.

When it was time to conclude our conversation, one of the final questions I asked Zig was, “I’m not sure if you’ve been following the numbers on your book sales and where they rank in terms of popularity. So I took the liberty of seeing how The Secrets of Closing the Sale has been doing on Amazon. Currently, your book holds the following rankings regarding how popular they are in specific categories. In the category of sales and selling, your book is rated number 15. Now, here’s what I found interesting. Under the category of spirituality, your book is holding strong at number 3. Now, I know you’re a very spiritual man. And regardless of your faith, how do you explain this? What’s the connection between success at selling and spirituality?”

To that question, Zig smiled and responded with a resonating message that reinforced why the holistic approach to professional development will always be the most effective and long lasting. That was, while skill, talent and what you do is important, it is the essence of a person, your character and who you are that matters most.

At 82 years of age, he still has that spark, that twinkle in his eye, that presence he naturally exudes from a man who we can all use as a model of what it means to be not just remarkable, but to be human; that’s the Zig we know and love.

I don’t know if there are too many authentic heroes like Zig left in the world, and I know he’s still one of mine. And as I look on my desk at the gift that my children had given me just the other day (an early Fathers Day present), I’m reminded why I do what I do and what gets me out of bed each day. My five year olds (twins) came back from school and in their youthful exuberance, handed me a picture frame they had made with the cutest picture of each of them wearing a suit and tie that their teaches had dressed them in. On the top of the frame it said, “When I grow Up I want To Be Just Like My Daddy.” How important our role is as parents, our most significant role we will ever have. That message was a happy reminder of how important it is for me to follow in the footprints of success that my hero has left behind for all of us to travel on.

I am profoundly and deeply appreciative of my time with Zig and of the gifts that he has shared with the world.

And to Mr. Zig Ziglar I say, I am grateful for the contribution you have made to me, as well as the impact that you have had on all of us throughout the years. Keep shining.


By Keith Rosen, MCC

My Afternoon with Zig Ziglar

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Here’s one of the photos that was taken at Ziglar headquarters in Plano, Texas in the studio after my conversation with Zig last week that I’m fortunate to say we captured on video. So, keep your eyes out for those clips which I hope to post soon!

Zig Ziglar and Keith Rosen


May 19, 2009
By Keith Rosen, MCC

Stop Focusing on Your Goals and Start Honoring Your Process

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The result is the process.
A timely paradox and critical mind shift that every salesperson and manager must make if they want to transcend the mediocre performance they may be experiencing today.

Even before you can engage in the type of sales benchmarking activities that I wrote about the other day, (you can find that blog post here) or even take the time to refine your selling skills, you will come head to head with resistance to selling by the numbers if this change in attitude around how we approach selling is not fully embraced beforehand.

I was reminded how important this was during a seminar I delivered last week in NYC. At the end of the seminar, one manager raised his hand and posed this question to me. He said, “Our sales cycle has changed dramatically. Our salespeople can no longer make a call and take an order. Our product offering has been modified and as a result, the average cost of our product has increased, which has all contributed to a longer sales cycle. However, my salespeople are still reluctant to change. They’re still stuck in that transactional way of selling. They’re getting more frustrated and discouraged because sales aren’t happening fast enough, all because they’re unsure how to manage this longer selling cycle. I’ve told them many times over, that our sales cycle is no longer the way it used to be, and we need to be more patient with the process and more consultative with our customers. I’ve explained to them over and over again, that we need to modify and re-engineer our selling process in response to these new challenges, the changes we’re up against and how our customers make a purchasing decision and buy from us. What else can I do?”

As this sales manager was explaining his challenge, I was thinking to myself how important it is today, more than ever, to become process driven. Without this change in our thinking, salespeople will be unable to honor the process needed to convert more conversations into sales, let alone build out a more robust process and selling strategy that will enable them to do so. As such, the eternal conflict between our tactical strategy and our thinking will continue to rage on.
I have a detailed article on this very subject that you can find here. The original title of this article was WARNING! Goals May Be Hazardous To Your Success. Are They Sabotaging Your Selling Efforts?

As my colleague Dr. Tony Alessandra explains in the following statistics, “It’s amazing how many times success can be assured by attending to the basics of the job.” For example, in a study of 257 Fortune 500 companies, the following was found:

17% do not determine an approximate duration for each sales call.
23% do not use a computer to assist in time and territory management.
28% do not set profit objectives for their accounts.
37% do not use prescribed routing patterns in covering territories.
46% do not look at their use of time in any organized way.
49% do not determine the economical number of calls for each account.
49% do not use prepared sales presentations.
70% do not use call schedules.
75% do not have a system for classifying customers according to sales potential.
76% do not set sales objectives for their accounts.
81% do not use a call report system.

So, the question is: How can you assure your future success by eliminating these oversights?”

The fact is, companies will fail to invest the time in order to eliminate these process oriented oversights and embed these necessary changes into their process if the sales culture is too focused on getting to the result by forging ahead in an attempt to close more sales. Managers can continually push their people to become more mindful of these numbers, however, it’s the process driven questions managers need to be more sensitive to rather than the result driven questions that managers obsess over that continue to perpetuate this toxic way of thinking. Those questions sound like, “Are you hitting your numbers? How many follow-up calls did you make today? How much good volume did you book this month? How many leads did you run this week?” While important, these questions only focus on half of the equation. What is missing is the “How,” that is, the questions that focus on the process the salesperson needs to engage in to achieve the desired end result.

Managers need to stop coaching to the result and start coaching to the process, instead.

Become more mindful of the process that will drive the results you seek. Without the change in your result driven attitude that’s keeping you stuck in the first place, all efforts to better manage your selling strategy by a numeric formula are certain to be short lived.

For salespeople and sales leaders, the fundamental shift in our attitude that needs to occur is this; move away from being so result driven and instead, become more process driven.

We must honor this paradox and break free of the limiting thinking that confines us to the current level of performance we’re experiencing. If we truly want to excel today, realize the result is truly the process.

Here’s more on this paradox.


November 18, 2008
By Keith Rosen, MCC

Embrace Full Accountability - For Everything and Everyone

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Dr. Marvin Jolson was very dear mentor of mine and a true business leader; a trailblazing pioneer and innovator when it came to the areas of sales and marketing. Here was the guy who practically invented the way encyclopedias were sold door to door and the force and genius that enabled companies like Encyclopedia Britannica where he was Senior Vice President and, back in their hay day, MCI enjoy years double digit sales growth and greater profitability. In 1990, he received the Distinguished Doctoral Graduate Award from the University of Maryland. In 1999, Dr. Marvin Jolson was the first person ever to receive the Lifetime Achievement Award presented by the American Marketing Association to a scholar who has made a career of furthering the academic advancement of selling and sales management.

He’s written a library of books and has authored dozens of ground breaking articles, many of which have appeared in venerable publications and journals such as the Harvard Business Review, The Journal of Marketing, The New York Times and Sales and Marketing Management. Dr. Jolson was also the Editor of the Journal of Personal Selling & Sales Management. The legacy Dr. Jolson left behind also consisted of one of the most successful home security companies in Baltimore called CRIMPCO Security, which is currently being run by his son, and his two grandsons; leaving a strong and well entrenched empire for his family to continue to grow and nurture.

Dr. Jolson’s risk-taking tendencies, assertiveness, charismatic style is what won the admiration, respect and trust of his colleagues as well as his students. I remember, driving from my house in Potomac, Maryland about 30 minutes to the University of Maryland where I would visit with Dr. J (that’s what his student’s called him) at his office. He was the Professor of Marketing at that point, still teaching a few classes even well into his seventies. Dr. J’s open door policy transcend beyond his classroom or office. Occasionally, a student would even stop over at his house to get advice or to just say a quick hello. Dr. J made everyone feel comfortable, even his students who knew very well that the door at the home on Ridge Terrace, Pikesville, Maryland was always open.

I vividly recall enjoying the hours of debating the principles of selling and marketing with him. Dr. J would site his articles and case studies that appeared in the myriad of journals he was published in and I would share the most recent experience I had during the sales call I went on earlier that morning.

Dr. Jolson was the first person I reluctantly let review the very first manuscript I wrote; my first book on selling. Given the amount of red comments I received in my manuscript, in hindsight, I was probably better off giving him the manuscript on a day that either we agreed on a certain topic or philosophy or he ‘won’ the debate.

One of our favorite debates dealt with the level of accountability of a manager. We were both in agreement that in business, as in life you are fully accountable for everything that shows up in your life. It’s one of what I refer to as the universal principles I personally adhere to; one of the principles of attraction. As you can imagine, we also agreed that every person, every manager, is fully accountable for their communication, and that includes the message being heard by the other person.

Since we can control our communication and what we say, and we can’t control the other person’s communication and how they hear us, then we must learn to uncover and speak in a way that the other person listens and likes to be spoken to. Besides, who we are is created in how others hear us. Therefore, we must own the responsibility of the entire communication process and adjust our communication style accordingly.

While both of us agreed in this sound principle, there was always an interesting conversation that transpired when it came to discussing what factors determine the success and failure of a salesperson. That is, if a salesperson that you are managing fails, whose fault is it?

Whether your team consists of one thousand salespeople or just one, the simple fact stands; you are 100% accountable for the success and failure of your team.

Over the last several years, the media has focused our attention on some of the most devastating business failures of our time. People lost their life savings and were financially crippled by the fall of some of these business empires such as Enron, which was run by unethical, greed driven, sub-human, bottom feeders that thrived off the misfortune of others. In the wake of these ethical disasters of mind numbing proportion, the integrity of business leaders has been forced back in the limelight.

Yet, clearly not enough policing nor policy has been put in place to avoid these catastrophes from happening again, given the current state of our economy and the crisis that has crippled our financial institutions and again, the lives of millions of people. Which poses the question, have we actually learned anything from these lessons? We talk about them, and write about them but what changes have actually been made to prevent these disasters from happening again? What changes have you made as a result? Our society cannot be destined to continually be the victim of other people’s greed and their ability to shed accountability like a snake sheds its skin. Pointing the finger at the ones who profit the most from these crimes clearly has not served us well. The fact is, we all play a role.

Instead, we opt to stick our other hand in the fire by bailing them out with billions of dollars. And why not? After all, they’re too big to fail. According to Wikipedia.org, The “Too Big to Fail” policy is the idea that in American banking regulation the largest and most powerful banks are “too big to (let) fail.” Generally speaking, when a corporation, an organization, or an industry sector is considered by the government to be too important to the overall health of the economy, it will not be allowed to fail. This means that it might encourage recklessness since the government would pick up the pieces in the event it was about to go out of business. The phrase has also been more broadly applied to refer to a government’s policy to bail out any corporation. It raises the issue of moral hazard in business operations. (Gee, ya think?) The real definition of this policy is, “Once you get to a certain size in your business, you don’t have to be accountable anymore.”

It wasn’t too long ago when some noteworthy companies rose to the occasion or at least have made an attempt to do so, starting with taking full responsibility for their failures. Two companies that I’m referring to specifically are Jet Blue and Southwest Airlines. During the winter of 2007, devastating weather conditions combined with dreadful mismanagement and the poor deployment of resources caused the delays and cancellations of hundreds of flights, which left thousands of passengers stranded.

Here were two companies, who clearly screwed up – big time. But here’s what they didn’t do. They didn’t run and hide. They didn’t spin their story. They didn’t blame everything on the weather, as bad as it may have been. Conversely, here’s what they did do. They took responsibility, they apologized to their passengers, families and to the general public. They did their best to lay their cards on the table and let us know they made a big error. And in the spirit of good business practice and taking care of their customers, Jet blue offered their passengers refunds on their tickets, and in some cases, Southwest Airlines actually gave their passengers their flight for free. While it may not have been their entire fault, these companies still took 100% accountability for this debacle. They took full ownership of the problem even if the cause of the problem was outside of their control.

I guess the leaders of the growing list of failed banks, mortgage companies, investment houses and lending institutions didn’t get this lesson. The last time I checked, avalanches still roll down hill. It always starts from the top. (Here’s a chuckle. One of the banks that shut down operations was actually named, “First Integrity.”)

This is the type of mindset; one of full accountability; that a leader needs to adopt. For those ever-evolving cultures that embrace change and are strong advocates of personal development and lifelong learning, taking full accountability is a prerequisite for leadership in tomorrow’s companies, as well as for the customers that they serve. For today’s companies, how unfortunate it is that you can still survive and thrive without it. But the question is, for how much longer?


November 10, 2008
By Keith Rosen, MCC

Managers Continue to Teach Their People How To Avoid Full Accountability

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“What is that guy doing now?” It was just an odd maneuver. Something out of the ordinary from what would have typically been an everyday experience at the drive through of a Burger King. (Hey, my kids love it and no, they don’t eat this ever day; just a treat!) I was on my way back home after spending the day with the family, unaware that within the next several minutes I’d be having a breakthrough which led to the development of many of the concepts and strategies you’re going to read about in my book, Coaching Salespeople into Sales Champions.

I watched the customer in front of me drive from the first to the third window of the drive through which happened to have been closed. “What an odd maneuver,” I thought, as I noticed that the typical handoff through the drive through window was not in play. Instead, the cashier came outside, headset in tact and bags of food in hand, to deliver it directly to the window. The customer, happy to receive his order, drove off.

As I pulled up, I wondered if I too would suffer the same fate as the customer before me. Then it happened. Out of the corner of my eye, I noticed a digital timer mounted above the cashier’s head near the window. At that moment, the manager at the drive in window waved me forward, without my food. “We will bring it out to you. Just pull up, please,” he requested.

The manager sent a young man out to my car and handed me my food. Wanting to understand this odd tactic, I couldn’t let it go. “I’m curious, why did we have to pull up, especially when there was no one behind me?”

“The timer,” he replied. “That’s how the manager is rated in performance. We’re supposed to serve each customer under a certain period of time.”

As a manager, is this truly a feat you’d want to be known for? This manager actually succeeded at beating the clock, yet at a greater expense and one that most managers are blind to. Then, with a puzzled look of disbelief, these managers are mystified when their staff doesn’t meet expectations of performance. This manager unknowingly or worse, consciously did his company, every customer, as well as every person on his team, a major disservice.

Is there really any wonder why there is such a shallow pool of real talent in the workforce? At some level, across every business unit, industry or profession, this is what our managers are teaching the workforce – how to skirt and dodge full accountability! And then they sit and wonder why they can’t attract better people into their organization who are fully accountable for their performance and success. Hmmmmmm.


September 30, 2008
By Keith Rosen, MCC

Speaking at the Sales Leadership Conference Next Monday Oct, 6 - Chicago

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For those managers and executives out there with a struggling sales force, here’s something you can do about it. Tap into this rich opportunity to get immediate solutions to your most pressing sales and leadership challenges from the experts.

Next Monday, October 6, 2008 I’ll be speaking at the Selling Power Sales Leadership Conference at the Four Seasons, Chicago. Below is the agenda. Click here for more information.

Agenda
7:30 AM REGISTRATION AND CONTINENTAL BREAKFAST

8:30 AM WELCOME KEYNOTE

9:15 AM TOTAL LEADERSHIP: BE A BETTER LEADER, HAVE A RICHER LIFE

Total Leadership is a proven method for producing sustainable change in all parts of life that can be learned and practiced by individuals, groups, or organizations. It is informed by decades of research and practical application by Stew Friedman, a veteran Wharton School faculty member.

Speaker: Stewart Friedman, Founding Director, Wharton Leadership Program

10:25 AM MORNING BREAK

10:45 AM HOW TO BUILD AN EXECUTION-ORIENTED SALES CULTURE

A sales-driven organization is one where the activities of the sales force are aligned with a company’s mission, vision and values and where salespeople deliver value every day with every customer. Each of the panelists has excelled in managing a sales-driven organization. Learn the winning strategies and tactics from these experts so you can get your entire executive team to support your guiding vision.

Moderator: Gerhard Gschwandtner, Founder and Publisher, Selling Power
Panelists: Sanford Brown, CSO, Heartland Payment Systems

Michael Moorman, Managing Principal, B2B Sales & Marketing, ZS Associates Veronica O’Shea, Vice President and General Manager of Professional Services, Oracle Corporation Daniel Perry, Senior Vice President of Sales, ARAMARK Uniform Services

12:15 PM LUNCHEON

1:15 PM HOW TO SKYROCKET YOUR SALES TEAMSPERFORMANCE - CASE STUDY: DHL

Sales force success is driven by a continuous management system that links business objectives, benchmarking, focused planning, individual assessment, and hands-on coaching. In this in-depth case study, you will learn exactly how DHL uses a scientific Sales Improvement Process to maintain peak levels of sales performance. This approach was pioneered with DHL’s 1,500-person sales force in the Asia-Pacific region; however, it can be easily tailored to sales forces in any industry, of any size, and with missions ranging from making small ticket, transactional sales to much larger, relationship-based sales. At DHL, this Sales Improvement Process was employed with a 150-person sales force in China, as well as the 15-person sales force in the Philippines.

Speaker: Malcolm Rees, Global Head of Sales, DHL Express Global Management

2:30 PM BREAKOUT SESSIONS

Breakout A: Coaching Salespeople into Champions
Technology has not only changed the way companies sell but the way managers build and advance their team. There’s less face to face time between your customers and your salespeople. To maintain your competitive edge, sales leaders must know how to quickly and efficiently coach, develop, motivate and retain their top performers in order to drive positive, measurable change. You can create a world class team by developing your own coaching skills; the missing discipline among today’s leaders. Learn how a tactical coaching system can empower your sales force to realize their fullest potential.

Moderator: Mary Delaney, CSO, CareerBuilder.com
Panelists: Dave DiStefano, CEO, RIchardson

Keith Rosen, President, Profit Builders and author of Coaching Salespeople into Sales Champions
Patrick Sweeney, EVP, Caliper

Breakout B: Reviving Sales with Creative Incentives During a Slow Economy
Many industries are suffering from a slowdown. To stimulate sales, sales leaders often resort to price-cutting, or offer special incentives to their customers and their sales force. What strategies work best when it comes to planning, promoting and executing a successful incentive program? What incentives motivate customers to buy and what incentives motivate salespeople to deploy the extra effort needed to drive up sales? Learn how industry leaders deploy Incentives to achieve a strategic competitive advantage.

Moderator: Matt Harris, Vice President, Marketing, American Express Incentive Services
Panelists: Richard Blabolil, President, Marketing Innovators

Christopher Cabrera, Founder, President & CEO, Xactly Corporation Martin Scirratt, Senior Vice President, Sales, Administaff

3:30 PM AFTERNOON BREAK

3:50 PM THE FUTURE OF THE SALES PROFESSION

With many baby boomers retiring, US companies are beginning to suffer from a shortage of sales talent. Every year over 1.5 million College graduates enter the field of sales, starting their careers with inadequate training, burdening their employers with a high business ramp up investment. There is a silver lining on the horizon with 35 visionary Colleges that offer a complete sales curriculum. Every year, these colleges graduate 1,600 sales professionals who know how to cold call, write a sales letter, handle objections, close a sale and ask for referrals. Engage in this session to help advance your profession. Together we can transform selling into a respectable and predictable science.

Speaker: Howard P. Stevens, Chairman and CEO, The HR Chally Group
Panelists: Pete Peterson, Director, Program for Sales Excellence, University of Connecticut

Neil Rackham, Author, SPIN Selling Lynn Schleeter, Director, Center for Sales Innovation, College of St. Catherine Dan Strunk, Director Sales Leadership Program, DePaul University

4:50 PM CONCLUDING REMARKS

Speaker: Gerhard Gschwandtner, Founder and Publisher, Selling Power

5:00 PM NETWORKING COCKTAIL RECEPTION

Post-Conference Workshop – Tuesday, October 7, 2008
This optional workshop will run from 8:00 a.m. to 12:00 noon in Ballroom A (8th floor) of the Four Seasons Chicago Hotel.

8:00 AM MANAGING THROUGH CURIOSITY

Click here for more information.


June 26, 2008
By Keith Rosen, MCC

Is Your Partnership Worth Saving?

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A great partnership is like a great marriage – precious and rare. And like any marriage, after the honeymoon period ends and the realities of life kick in, a good partnership is always worth saving. Here are a few things you can do to ensure you’ve done everything to salvage your partnership.

1. Revisit the Company Goals: Are all partners still bought in?

2. Revisit Job Descriptions: is each person doing their best in the role that’s been designed for them? Or worse, is the lack of clarity around each person’s job position causing the dissention and conflict in the first place?

3. Revisit your Vision: Are all partners still in agreement regarding the end game and where they ultimately want to company to be?

4. Get a Coach. a coach can facilitate the difficult conversations that partners are reluctant to have. Whether it’s due to avoidance behavior (avoiding conflict and controversy) or a lack of skill in communicating a coach can uncover resentments be an unconditional third party and help facilitate solutions that the partners were unable to do or even see on their own.

5. What Has Changed? Life changes, people change, priorities change. Has there been any changes in the lives of the partners, either personally or professionally? Sometimes partners grow out of their roles or simply lose interest. Sometimes changes in a person’s personal life affect their decisions that relate to their business. So, is there still a fit?

6. Over-Communicate: Rather than talk honestly and openly quite often people seem to do the opposite; they shut down their communication, making the costly assumption that “This is a dead end. My partner doesn’t understand me.”

7. Facts or Assumptions? I can’t begin to count the number of times that the very problems that have destroyed the partnership were based more in assumptions rather than on the facts. Don’t react to what you think is happening but really isn’t. Instead, focus on getting the evidence that supports your feelings to avoid making decisions you may later regret.

8. Take the High Road. Like a good marriage no partnership is ever going to be an even 50-50 split of responsibility and effort all the time. If you’re playing the “That’s not fair, I’m working harder than my partner” game, this will only lead to greater resentment and ultimately a toxic relationship. Are you standing on your Ego Pedestal and your principles, or can you let some things go that really don’t make a difference in the long run. Stop majoring in the minor things that you can overlook, especially if your partner’s natural skills, talents and the value they bring to the company exceeds their minor hang ups or idiosyncrasies.

9. Regular Partner Meetings focused on You. I’ll never forget the first time going to the doctor after my first child was born. After the initial check up, the doctor turned to my wife and I and asked a question I have yet to hear from any doctor since. She actually asked, “So, how are the both of YOU doing?” When parents only focus on their children, they lose sight of focusing on each others personal needs which they need to continue to focus on in order to maintain the integrity and strength of their relationship. Schedule partner meetings more frequently. A partner meeting is different from a strategy meeting or a meeting to discuss employees or goals. This meeting is about YOU and making sure all your needs are being met and how the partners can work better together and support each other.


June 5, 2008
By Keith Rosen, MCC

How to Secure Your Spot on the Customer Service Hall of Shame

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Here’s an article long over due, pointing the finger to the companies who can hold their heads high as the worst at customer service.

Here’s the article.

To me, it all comes down to corporate accountability, and in most cases, there is none. And all roads go back to management! So if management isn’t being accountable, how can we expect their customer support to be?

How Companies Can Secure Their Spot on the Customer Service Hall of Shame

1. Skirt Accountability: Continue to give concepts like, ‘coaching,’ ‘integrity,’ and especially ‘personal accountability’ lip service rather than actually weaving it into the culture and mindset of each employee. It all comes down to corporate accountability, and in most cases, there is none. The fact is, there are long distance customers of companies such as AT&T that are still paying astronomical fees whether it’s local calls or long distance. And do you think these companies would reach out to their customers and let them know they’re overpaying and can be enrolled in some more cost effective monthly phone services? Of course not. Instead, they keep pocketing the millions and millions of dollars from overcharging and gouging, responding with the highly effective customer service strategy, “Woops! sorry about that” to those customers, and in many cases the elderly population, who actually catch these charges.

2. Become Hyper-Hypocritical: Due to the lack of monitoring and flagrant irresponsible leniency that has resulted in a major setback in our economy as well as for banks and lending institutions, the mortgage business is in the toilet. But wait, do you hear, “It’s 100% our fault. What were we thinking giving loans out to these people who could never afford them in the first place? Our greed got the best of us.” Instead, what my entire zip code got was a frieze on all of our lines of credit until each person in our community got a new appraisal. My expense of time and money, due to their error. A reimbursement check? Yeah, right…

3. The Customer Is Never Right: I noticed an additional charge on my Verizon bill that seems to have been accumulating for over 12 months. When I called and discussed this with them, they reluctantly gave me a credit for 3 months. After all, why would I be paying for caller ID Separately when it’s included in my overall package….. “Why only a three month credit?” I asked. “Well, that’s only as far as we can go in your records.” What a convenient excuses to avoid accountability as well as creating a better experience for your customer.

4. Blame, Blame, Blame: “It’s the weather, the economy, the timing, your computer, your users, your people – but sure, we’ll help you fix it.” And all roads go back to management! So if management isn’t being accountable, how can we expect their customer support to be?

5. Embrace the Oxymoron’s, “Customer Service” and “Technical Support.” I’ve been having problems with my shopping cart so I employed the services of a very ‘specialized’ company to remedy the problem, that in the end I knew was an easy fix that required some basic code. Two weeks later, and many a dropped ball on their end, I reached out to the programmer who told me he was waiting for a response to the question he posted on the help message board. Are you kidding me? Hey, if all you’re going to do is read a manual from your computer, or go to a message board to find the answer, then why do I need to hold on for over an hour for support or pay you when I can do this myself?”


April 6, 2008
By Keith Rosen, MCC

Where Have All the Salespeople Gone? What Recession? Five Surefire Ways Retailers Can Weather a Tough Economic Climate

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With all the talk about the economy heading towards a recession, I’m busier than ever. And so are my clients. So, what gives? How much of this is fact and how much hype? Either way, I’m certainly not disputing that it’s affecting how some business owners and companies are spending lately.

So, what tips do I offer to companies, salespeople and, more specifically retailers on how to weather the recession? The same coaching I deliver to my clients, which is keeping their recession blues at pay, enabling them to drive and close new sales, and most important keeping their mental edge.

‘Weathering a recession’ sounds like surviving a storm and waiting until it passes. The “wait and see” or “lets hope things get better soon” is putting retailers out of business every day. I see it in my community. Stores that were opened one week are closed the next. Sure, you can ‘batten down the hatches’ when the eye of the storm lands but keep in mind when you open them up, there won’t be any customers sitting there waiting around for you. Instead, here’s what you need to do.

1. First, get out of your own head.
Businesses are closing their doors not due to a lack of effort but because they are still attempting to sell, manage or run their business the way it was, not the way it is today. If your marketplace has changed, then you need to change with it. Friendly reminder, don’t get sucked up into what you’re hearing on the news every day. Turn it off if you have to! What is real for you in your business in your local economy? Get out of the type of mindset that keeps you stuck in obsessing on what you need to do to survive and focus on how you can thrive. Remember all those great business ideas you were going to implement; the training your wanted to take, the marketing you wanted to do, the team building you felt would surely to make a measurable impact on your growth and success but daily business responsibilities always seemed to take precedent? Now is the time to blow the dust of those ideas and start executing on them. This begins with a change of thinking, accompanied by a change of strategy and topped off with a strong dose of reality.

2. Get back to basics.
Do you remember when you first opened your doors and achieved some measurable success? Why were you successful in the first place? What did you do then that you may not be doing now or unwilling to do now? Get on the floor of your store, cold call, prospect, do some grunt work? You need to turn around your business, fast, so time is not a luxury. Therefore, if you think there are any activities which are beneath you, then you already have one leg of your business in the grave.

3. Actually learn how to sell.
No, selling for 30 years is not what I’m suggesting as a training platform. Experience is important but experiences doesn’t equate to engaging in the healthiest of sales techniques. I’d be willing to bet (and I’m not a gambling man) the majority of retailers out there have not been coached and trained to be a sales champion, do not have a defined sales process they consistently engage in and as such, don’t know how to truly sell. And by no means consider this an attack on the retail sector. However, given that the majority of daily purchases we make are at a retail level, this is what I’m experiencing both as an executive coach and as a consumer. The “I’ve been successful in spite of myself” theory would apply here.

4. Work your leads and earn a sale.
Just a short time ago, in many sales driven companies, your salesperson can have a pulse and still get a sale simply by your customers showing up and having the money to spend. We were fooled into thinking that, “Hey, since I’m bringing in the business, I must be a great salesperson.” In today’s business climate, the same people are now struggling to generate the results they were, realizing that the marketplace has duped them into thinking they were better then the really are when it comes to professional selling. It has been the economic climate that made many salespeople seemingly productive, rather than their skill set or the core competencies needed to truly become a high performance sales professional, regardless of economic or market conditions. With today’s ever evolving market, if you are selling, managing or running your business the same way you’ve been running it for the last several years, you’re overdue to reevaluate your philosophy.

If you sell consumer products or services that is a more substantial purchase than going to the supermarket (home electronics, furniture, bridal/wedding venders, travel, boutique stores, computers, home appliances, home furnishings, clothing/shoe stores, etc.) don’t let a potential customer walk out the door without collecting some data points and permission to check in. Learn to position yourself as your customer’s trusted adviser throughout their decision making process. Abandon toxic thinking and get beyond the fact that you can afford to let any potential customer walk away from a conversation, thinking they will actually call you back on their own accord. Earn the right to call each person who buys from you – a customer. It’s during times like these where you literally have to earn their business rather than simply be an order taker.

5. Get into action. Work with a coach.

Hire a coach. With a coach, it’s not about weathering the storm. You can do that on your own. A great business coach can assist you in developing the strategy and skills you need to not only sail through the storm but actually even profit during it.


February 29, 2008
By Keith Rosen, MCC

Keith Rosen on Fox Business News: Watch The Video Segment With The Executive Sales Coach. Starbucks Corporate Training and Re-Education Effort. A Real Problem or a Publicity Move?

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Keith on Fox Business News: Commentary on Corporate Training, Starbucks and Pouring the Perfect Cup of Coffee

“Media Opportunity with Fox Business News at 6pm tonight. Call me asap to discuss.” That’s what the email read and what you can expect when working with a publicist; often having to throw best laid plans out the window in return for the exposure they generate for you.

So, I dropped everything, rescheduled some meetings and found myself quickly suited up and on my way to the television station.

The commentary they were looking for had to do with the decision made by the Howard Schultz, the CEO of Starbucks to close up the 7,100 stores for some ‘necessary’ training for all Starbucks employees. Here’s how the story read:

“Starbucks Closing All Stores for 3 Hours Tuesday Afternoon for Barista Re-training
Tuesday, February 26, 2008
SEATTLE — Starbucks is closing the doors at its 7,100 stores across America for a brief barista re-education. CEO Howard Schultz announced the 3-hour closure starting at 5:30 p.m. local time Tuesday to energize 135,000 employees. He wants baristas to share their passion for making espresso, or as he says, “to pull the perfect shot, steam milk to order and customize their favorite beverage.” Schultz says it’s part of his refocusing on the coffee customer experience. Since the chairman returned as CEO in January he has been making changes to revive Starbucks’ growth.”

I was interviewed by Neil Cavuto Senior VP, Anchor & Managing Editor, Business News on FOX Business Network. They wanted to hear a few different commentaries on the story and whether or not this was a good decision. Here’s what I said, and a little more.

At first glance, it could be viewed as a strategically positioned publicity move, given the media attention this attracted. It’s not like this is the only platform a company uses to develop their people. They could have spread this training out over time. They could have done this before or after hours, in smaller teams and one to one with their mangers. It would have certainly been less of a disruption to their business and my coffee consumption.

And sure, this re-education effort portrays Starbucks as a consumer conscientious company driven to maintain the highest of standards regarding their people and their product, as well as the consumer experience they strive to create for their customers, who have grown accustomed to expecting the same experience each time they purchase a cup of coffee at Starbucks. And there’s no question that Starbucks has very much pioneered many of the changes in the way we purchase and enjoy our coffee today.

Conversely, this can also be viewed as a highly reactionary move from Starbucks. This move could be perceived as a hole in their system to maintain certain high performance standards; an inability to continuously train and coach their employees properly and reinforce best practices. After all, if there was ongoing training or coaching to maintain performance and best barista practices, there wouldn’t be a need to close up shop and pull out 135,000 employees for three hours. I can’t imagine this move becoming part of any long term training and development initiative.

Besides, who they really need to bring in for some coach the coach training would be the mangers rather than their staff. At the end of the day, isn’t it manager’s responsibility in each location to ensure the customer experience and maintain the level of performance that’s expected from each employee?

The kicker is, without consistent follow through and ongoing training, coaching and development for the top down, (avalanches roll downhill, it starts with the managers) this training initiative not only hurt their sales but it will simply not be as effective as they had hoped. A three hour, one shot (no pun intended) training event is the same as, in an effort to improve the overall health of your employees, you pull them out for one day to go to the gym and exercise. Just like it takes more than one day to get in great shape, the same rules hold true for getting your employees’ careers in shape. Without continuous reinforcement, it just doesn’t become long lasting.

This is another example as to why so many companies desperately need to transform their corporate culture into a true coaching culture.

Beyond the internal question of how they will now maintain their level of quality without disrupting their customers and their business, the fact is, most customers never had a problem with the quality of the coffee at Starbucks. With the media drawing now drawing attention to the Starbucks experience, are consumers now going to re-think their perception and that this move may now be a cause for concern?

If anything, customers will now have an even higher expectation of their coffee as a result of this training. If the coffee is not measurably better than it was yesterday, will Starbucks lose customers to their competitors?

Dunkin’ Donuts already leveraged the opportunity with the Starbucks closing, countering with a brilliant move to compete and seize more market share by offering specialty coffee drinks at a fraction of their normal price; 99 cent coffee until 10pm. This is certainly an opportunity for Dunkin’ Donuts to win over a new population’s customer loyalty and the business of many of the Starbucks customers.

Sure, training is important. Sure, this move can demonstrate good will and the commitment Starbucks has to maintaining the highest quality control. However, any PR effort can also backfire and generating some publicity at the expense of disrupting the lives of your customers is not the best way to go. “Yes, we’re going to improve the experience you have with us, but first you must experience being inconvenienced by our closing.”

Back in the 80s I wanted my MTV. Now I want my coffee. Don’t get me wrong, I love Starbucks. I drink it every day of my life. However, if I can’t get it when I want it, then I’m going to go somewhere else. Bottom line; if there’s a problem that needs fixing or an issue that needs to be addressed, do so, but not at the expense of your customers.

While how much this move has negatively impacted their customers and their sales may still be uncertain, one thing’s for sure; with the collateral damage we’ve discussed, this training initiative may be the most expensive training ever known.

Here’s the link to the video news segment. Please note, for some reason, you might have to click on ‘low’ on the player for this segment to play after the commercial is done. So, when you click on the link below and the commercial starts playing, under the screen where it says ‘high’ – ‘low’ click on ‘low.’ The commercial will start again but it should then continue into the segment.

Watch news segment here.

Note: When the video player loads, under the screen where it says ‘high’ – ‘low’ click on ‘low’ to avoid loading problems.

Positive reviews are appreciated :-)


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