Case Study: Increasing Student Sign-ups Through A Guest Presentation

Ceci Helps A Student Be Generous Without Going Broke

Challenge: Ceci is preparing for a guest financial presentation to students where her #1 goal is to get students to book a financial counseling appointment with her.

Result: Even though the QR code malfunctioned, Ceci got 8 appointment sign-ups in that class, and has already completed the first several. She sent a quick followup to the others, saying “First session went great, and the student remarked how helpful this was. Can’t wait to see you!”

To achieve this result, we created two specific pieces of content, or assets:

  1. An opening story to help them feel comfortable with her and signing up a smart decision.
  2. A closing exercise to make signing up incredibly convenient.

Ceci’s Opening Story (to create comfort and trust):

I’m Ceci, I’m the Financial Literacy Specialist here at __________. I want to tell you about a student I was working with. Let’s call him Mike. Mike came into my office because somehow his $700 had turned into $0. He was worried about his finances. 

I said, “No problem, let’s dive in. Where did that $700 go?”

He laughs, a bit embarrassed, and said, “I’m not sure. My mom always says ‘spend it while you have it.”

And I say, “That’s funny, I like that. Can you think of anything specific you spent the $700 on?”

He goes, “I like to spend money on other people. I took everyone in my family to dinner. And I bought my sister art supplies at Target for her birthday.”

I said, “Mike, that’s awesome. Wow, you’re a generous person! I’m so glad you’re generous. It also sounds like in this case it had a downside. Would it be okay for us to talk about ways we can help out your generous side so it doesn’t add stress to your life?” And that’s what we did!

Working with Mike reminded me that sometimes we make unconscious decisions with money that support our values but don’t also support us. I want to help you tap into your values without adding stress to your life. And believe it or not, personal finance is one of the best ways to live your values.

(The delivery time for this story is under 2 minutes, and launches into her talk by creating a relaxed and engaged feeling in the room. From there, she can dive into teaching her audience….

“Ok, so today I want to share with you 3 misconceptions people have about financial literacy.

 But first, what is something important to you that you want to make room for in your life?

 (Now she gives her presentation 2 or 3 points.)


Ceci’s Closing exercise (to get appointments booked):

End your talk 2 or 3 minutes before time is up, and say, “I have a final thought for you, but before I share that, I want to take out your phones. Got em? Ok, take a photo of this QR code. Got it? Ok, now you’ll see that you’re at our appointment booking page. If you don’t want an appointment, no problem at all. But if at any point today you thought, “Yeah, this would be helpful for me” then all you have to do is pick a time. I’m making it really easy because I want this to be easy for you!”

 Now pause and smile and wait for at least one minute, no talking unless you’re answering a question, so they can focus and do it.

Then say, “Ok, last thing I want to share with you is a great question I saw recently: ‘Are you living the kind of story you would want to read?’ Personal finance is definitely a way to help you live a great story with your life, and if I can help you in any way to have less stress and more happiness around money, I’m here to help!

The Big Leap by Gay Hendricks

The Big Leap by Gay Hendricks

A 3-Minute Quote Summary Of:

The Big Leap by Gay Hendricks

I really like this photo by Charelle Griffith

If you are already successful yet sense there is a quantum jump in your success that awaits you, you can take that quantum jump with the tools in this book.

 

The Important Difference Between Excellence and Genius:

Your Zone of Excellence is a space in which you know how to function so well that you can attain great results without stretching yourself very much. It’s a box, though, because ultimately you find yourself stymied and unsatisfied within it. You’re doing the same thing over and over, and while it feeds the people around you, it doesn’t feed you. It has an upper limit.

Your Zone of Genius is a continuous spiral. You go higher and higher every day as you expand your capacity for more love, abundance, and success. It’s an upward journey with no upper limit.

4 Questions to Identify Your Genius (aka Unique Ability):

  • What is my genius?
  • How can I bring forth my genius in ways that serve others and myself at the same time?
  • What is my unique ability? (There’s a special skill I’m gifted with. This unique ability, fully realized and put to work, can provide enormous benefits to me and any organization I serve.)
  • What work do I do that doesn’t seem like work?

Liberating and expressing your natural genius is your ultimate path to success and life satisfaction. Your Zone of Genius is the set of activities you are uniquely suited to do. They draw upon your special gifts and strengths. Your Zone of Genius beckons you with increasingly strong calls as you go through your life. (The Call to Genius is the name I’ve given to these inner promptings.)

 

We Often Have An Upper Limit Problem Standing In The Way:

By age forty, many of us have tuned out the Call to Genius and are getting loud, repeated alarms hidden in the form of depression, illness, injuries, and relationship conflict. These alarms are reminding us to spend more time feeding our natural genius.

Common Upper Limit Behaviors:

  • Worrying
  • Blame and criticism
  • Getting sick or hurt
  • Squabbling
  • Hiding significant feelings
  • Not keeping agreements
  • Not speaking significant truths to the relevant people.

These Upper Limit Behaviors are signals you need to expand instead of contract. They’re telling you that it’s time to open up and embrace a new high-water mark of positive energy that’s trying to establish itself in you. Underneath a headache might be an insight that a powerfully positive as the pain is negative. The surface pain is often caused by resisting the underlying message.

Almost all of us have a story about why we don’t access our genius. When we are within that story, it is very difficult to know that it’s just a story. What makes those stories seem so real (hard to recognize as “just stories”) is that they were being told before we were born. We’re born into stories that keep us from accessing our genius. We grow up among those stories and become like fish that aren’t aware of the water they’re swimming in. For example, in one family the story might be that genius leads to irresponsibility.

 

We Can Break Through Our Upper Limit and Access Our Genius:

Asking questions like these can lift you out of the limiting story that you’ve been living in:

  • Where do I feel out of integrity with myself?
  • What is keeping me from feeling complete and whole?
  • What important feelings am I not letting into my awareness?
  • Where in my life am I not telling the full truth?
  • Where in my life have I not kept my promises?
  • In my relationship with ______, what do I need to say or do to feel complete and whole?
  • Did I break the family’s spoken or unspoken rules to get where I am?
  • Even though I am successful, did I fail to meet the expectations my parents had of me?
  • How much love and abundance am I willing to allow?
  • How am I getting in my own way?

Shine the light of awareness on a thought like “I am fundamentally flawed” and label it as what it is: an Upper Limit bug. I use bug in two senses here. It’s like a computer bug, because it’s a false line in your code that causes a breakdown in your operating efficiency. It’s like a bug in the mosquito sense, too, because it bites you when you are going to higher levels of love, abundance, and creativity. You start slapping at the bug and bring yourself back down to your previous level. The other way to stop the cognitive dissonance is to pull back from your success and not challenge the false belief. This move brings you back down into a zone you’re familiar with. The bug wins, and you lose.

Dr. Hendrick’s process for beating the Upper Limit Bug:

  • I notice myself worrying about something.
  • I let go of the worry-thoughts, shifting my focus away from them.
  • I wonder: what positive new thing is trying to come into being?
  • I usually get a body feeling (not a thought or idea) of where that positive new thing is trying to come through.
  • I open my focus to feel that body feeling deeply.
  • I let myself feel it deeply for as long as I possibly can.
  • Later, I often get an idea of the positive thing that was trying to come through.

 

The Benefits:

Inspiring others is often touted as a moral imperative, a “should” and a duty, but very few ever speak to the sensual delights of inspiration. One of the most delicious feelings in the world comes from seeing people actually becoming inspired by your commitment to living in your Zone of Genius. Not only is inspiring others good for the others; it feels wonderful to you, too.

Great book! Thanks Jake Ballentine for the recommendation.

5 Performers Tricks to Add Humor To Any Message

5 Performers Tricks to Add Humor To Any Message

Stumble & Acknowledge

Sarah Silverman

In this moment from her 2017 special “A Speck of Dust,” Sarah means to say one group but says another group instead. The audience immediately realizes that she made the mistake, and then she quickly calls attention to her stumble, has fun with it, and then finds humor in the stumble.

Transcription: “We did this show, and there were protestors outside. Um, you know, “right to life,” uh, Westboro Baptist Church-y, NPR people. And… Not NPR. NRA. That is… They are different. Completely different tote bags.”

This is such a delightfully harmless comparison point to focus on between two very different groups. This joke is satisfying to the listener because of the way Sarah caused you to think That’s the wrong group, but instead of awkwardly pretending it didn’t happen, she acknowledged it and had fun with the mistake. Nothing is more tension-resolving and enjoyable to an audience than when the speaker says the thing everyone is thinking.

This joke may have been an organic mistake at some point, or perhaps it was all planned, but Sarah’s corresponding example of why they are different is so funny it’s safe to say she used the Stumble & Acknowledge technique beautifully.

To apply this, ask yourself: what is the thing my audience thinks about this subject but wouldn’t be likely to say, and how can I acknowledge it for them? And, next time I mess up in a speech or conversation, how can I confidently call attention to it and have fun with it?

Comfortably Vulnerable

Gary Gulman

Gary Gulman shows us that the safest place to aim any joke is at yourself. No one is offended this way, and if you show that you are okay throughout the telling of the embarrassing story or joke, the audience will love it. Let’s focus in on the first minute of this video:

What Gary does perfectly throughout this section is to show nonverbally that he is okay with what he is saying. He’s constantly smiling along with the audience’s laughter. Even while talking about something as shaming and confining as strict definitions of masculinity. You can talk about any painful subject in your own life as long as the audience clearly knows that you are okay with what you are saying. If your lip quivers or you look deeply upset, the audience/listener will shift from laughter to empathy. Because they are nice, but this prevents the positive energy you want to create. So instead, smile, sand confidently, laugh along with them. Show any way you can that you enjoy telling this story.

To apply this: What’s a story or moment you can share that you’ve done the work to be okay with, and find meaning in? (Examples: Pain, Awkwardness, Foot in Mouth, Embarrassment, Failure, Suffering, Comedy is Tragedy Plus Time.) And when you share it, how can you show nonverbally that you are okay with this story so the audience can enjoy it?

Positive Reframing

Colin Ryan

In this clip, I get an audience to open up on a very sensitive subject by asking a very easy to answer question, holding until I get a response, and then going somewhere they didn’t expect. At which point a student tells me over the summer she made $8,000, and spent it all. Wait till you hear what she spent it on.

Transcription: “Everyone you know is a success and a mess. Has anyone in here overspent money in one of these categories? Lot of hands, so you’re not alone. Anybody willing to share the overspend situation. [“I’m Savannah. I had $8000 in my bank account this summer, and I don’t know where it went. Except for sushi and coffee.”] $7,940 in sushi and coffee… that’s a life right there. I’m jealous.”

There are so many more typical responses to this than what I did. “What did you learn?” “I bet you won’t do that again.” “Why did you spend so much money.” All these are factually appropriate, but unintentionally shaming. I chose instead to focus on her courage for sharing in the first place, and use the opportunity to relate as a fellow bad spender and not as a financial educator who would never make the same mistake she did. The laughter of the audience proves we have maintained a positive space in which to now to dig deeper and find solutions we can actually take.

To apply this: ask yourself, what’s a unique lens I can put on this conversation that no one is expecting? And instead of asking yourself ‘How can I make my serious subject funny?’ ask yourself ‘What’s funny adjacent to my subject, that I can play with before transitioning back to the serious issue at hand?’

Rehearsed Spontaneity

Brene Brown

In her 2019 Netflix special A Call To Courage, Brene Brown tells a story that is stand-up comedian-level funny. She does this often.

Transcription: “And I said, “Steve, the chances of me getting to Chicago are slim. And I’ve been thinking about it a lot. In the right hand drawer of my study–“
And he’s like, “Oh, my God. Did you write a list of people you think I should marry?”
And I said, “No. I wrote a list of people you damn well better not marry.
And I need you to know… that if you marry somebody on this list… I’ll be back.”

This story is so dead-on it was clearly workshopped ahead of time. Where Brene is so effective is in delivering it so naturally and without a sense of rehearsing. Ironically, the solution to this is to rehearse a lot. Then when you’re telling your story you’re confident and relaxed and far more able to deliver your words in an off-the-cuff-sounding way. Go Brene!

To apply this: take a funny moment you want to share, that you have taken through the STEPS process (SAVE-TEST-EDIT-PRACTICE-SHARE) so that you’ve gotten all the humor out of it, and now practice it as many times as you can until it’s there when you need it, even in an intimidating environment. And right before you’ll have the opportunity to share it (or get nervous and stick with your safe, familiar information), find somewhere you can duck away and breathe deep breaths and calm yourself and trust yourself so you can deliver it when the right moment arrives.

Dynamic Delivery

Naomi Ekperigin

I sometimes describe Naomi Ekperigin as a millennial Aretha Franklin who does comedy. She’s so funny, so deep, and so animated in delivery both with her body and her facial expressions. It makes what she’s saying even better.

I had the good fortune to meet Naomi this year, and chat with her on Twitter later on. And since my brain is so curious about what performers do to make their work alive, and figure out how the rest of us can actually apply it, I asked her about her dynamic delivery. I’d much rather you don’t think ‘Well I can’t be that dynamic’ and instead think ‘How can her advice help me be more dynamic?’ Lucky for us, Naomi is a very good comedy teacher! This is what she said:

“For me physicality is crucial. I move around as a way of being present. I’m trying to get out of my head and into my body. I think all those theater and improv exercises over the years helped. For non-theater kids, once you’ve got your speech/ talking points down, put the paper or cards away and go through the presentation with someone while doing something physical (that has you standing upright): while you’re cooking dinner; throwing a ball back and forth; or dancing. (I know some people hate dancing, so even if it’s just a side-to-side step touch.)

I was up crazy early to fly to a gig, landed at 6pm, had to be on stage at 8. The last thing I wanted to do after all that travel was talk for 50 minutes. So I had to move around on stage, I had to get the energy in my body to get it to my brain. When you move around, you’ll get out of your head, not think about each perfect word, and maybe even find a new addition or re-word that feels more comfortable or is clearer.”

To apply this: try out what our brilliant performance teacher says! Say your message/speech/elevator pitch with someone while doing something physical (that has you standing upright). While you’re cooking dinner, throwing a ball back and forth; or dancing. (I know some people hate dancing, so even if it’s just a side-to-side step touch.) Whatever it takes so that when you’re saying it, you’re not in your head but rather focused on the joy of sharing and paying attention to the feedback you’re getting from your listener’s expressions.

I’ve created a guide that I believe can help you be a stronger public speaker so much faster! Click here to download your free copy!