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PROFILE giving us the forum to do that. Speaking person- ally aligns with our mission of helping working Americans. So, to me, it’s coming full circle. It was one of the best speaking experiences I’ve ever had. In terms of the evolution from your usual business presentations to this kind of presen- tation, what were some of the elements that inspired you to take that leap from busi- ness-as-usual to the more personal? For a lot of business presentations, we rely heavily on data. It’s one data set after another, and then we What was your experience of presenting at the Inclusive Markets? It was the most emotional presentation I’ve ever done, in any context, and far different than my weekly presentations. I think I probably prac- ticed this significantly more than I normally do. I worked late into the night, often running it by my wife. It was hard. But it was great. I’m glad I did it and the feedback from everybody has been really positive. It’s hard to expose your innards in a corporate environment. I’m just thankful to Prudential for Matt Bahl is the Vice President of Financial Wellness and Customer Strategies. Narativ coached Matt Bahl and 5 other Prudential executives in preparation for the Inclusive Markets Summit in February 2019. Prudential brought together the executive leadership of various lines of busi- ness and outside experts to speak about the crisis of Financial Wellness in America. Each speaker used a personal story to dramatize the issue driving their line of business. In Matt’s Matt Bahl, Prudential Q A Learn more about executive storytelling at narativ.com Schedule a 15 minute call with Jerome Deroy, CEO case, he told the story of his father, who at the age of retirement had no money in the bank. We spoke to Matt after the conference. Key takeaways were: Building a narrative for your data engages listeners emotionally and personally Personal stories demonstrate the value provided to customers and clients Vulnerability is a skillfull means to create connection and buy-in

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Page 1: Matt Bahl, Prudential - Narativ

PROFILE

giving us the forum to do that. Speaking person-ally aligns with our mission of helping working Americans. So, to me, it’s coming full circle. It was one of the best speaking experiences I’ve ever had.

In terms of the evolution from your usual business presentations to this kind of presen-tation, what were some of the elements that inspired you to take that leap from busi-ness-as-usual to the more personal?

For a lot of business presentations, we rely heavily on data. It’s one data set after another, and then we

What was your experience of presenting at the Inclusive Markets?

It was the most emotional presentation I’ve ever done, in any context, and far different than my weekly presentations. I think I probably prac-ticed this significantly more than I normally do. I worked late into the night, often running it by my wife. It was hard. But it was great. I’m glad I did it and the feedback from everybody has been really positive.

It’s hard to expose your innards in a corporate environment. I’m just thankful to Prudential for

Matt Bahl is the Vice President of Financial Wellness and Customer Strategies.

Narativ coached Matt Bahl and 5 other Prudential executives in preparation for the Inclusive Markets Summit in February 2019. Prudential brought together the executive leadership of various lines of busi-ness and outside experts to speak about the crisis of Financial Wellness in America. Each speaker used a personal story to dramatize the issue driving their line of business. In Matt’s

Matt Bahl, Prudential

QA

Learn more about executive storytelling at narativ.com • Schedule a 15 minute call with Jerome Deroy, CEO

case, he told the story of his father, who at the age of retirement had no money in the bank. We spoke to Matt after the conference.

Key takeaways were:

• Building a narrative for your data engages listeners emotionally and personally• Personal stories demonstrate the value provided to customers and clients• Vulnerability is a skillfull means to create connection and buy-in

Page 2: Matt Bahl, Prudential - Narativ

PROFILE2

Learn more about executive storytelling at narativ.com • Schedule a 15 minute call with Jerome Deroy, CEO

AQ

analytically connect them to a business project or an outcome we’re trying to drive. In preparing for this talk, we asked ourselves, “how do we lever-age those data sets in a way that connects on an emotional level?” Such that, when people leave, it doesn’t matter if they remember that 1 in 4 working Americans is going to experience a disability, or that 103 million Americans don’t have assets in a retirement account. Rather they remember that the financially vulnerable are in our workforce, and we’ve got to do things as a business and as stewards of our founder John F. Dryden’s vision, to deliver on the promises we make to our consumers.

What will you do next with storytelling? What have you learned from your experience?

I’ve got a few more presentations next week with clients. We’ll be weaving in stories from the work-force to show why we think certain solutions make sense. So, rather than coming in with large Power Points of data—which we have—it’s going to be about how this applies to Jerome, or to Nancy, or someone else, and why they are going to benefit from it. I think using personal narratives as a way to show why this stuff matters is something that I’m going to be incorporating into my presenta-tions in the future.

Did you notice anything different in terms of the audience today from previous presentations?

I did. They were patient with me, like they’d gone on the journey that I was trying to go on. They stayed with me. I think it was evidenced by the fact that I got applause at the crescendo of my dad’s story. I wasn’t expecting that. Even when you think you’re going to get applause, usually you don’t in these environments. To me, the applause was an indication that the audience was connecting with

our story and what we are trying to do.

Did this impact your confidence in terms of presenting?

I’ve never suffered from a lack of confidence, but I think this presen-tation helped me to identify that in the right moments, in the right context, vulnerability is a way to engage people in important mes-sages. As a leader, we don’t always have to be stoic and approach with a 3-PowerPoint execution. It’s the personal stories we have in our own lives that help inform why we do the work we do, and how we can then deliver that benefit and make those stories real for our clients and customers.

The thing that has struck me the most is just the outpouring of emails after the presentation. People have been coming up to me, expressing how much they appreciated the story because it resonated with an experience they’ve had, or are having. So to me, it was really powerful, and it continues to be powerful. My story, while unique because it’s mine, is not unique in the sense that there are lots of people that have similar experiences.

From a leadership position, telling that personal story gives other executives permission to think about their work in this way; to understand that it doesn’t just have to be framed in the corporate sense of suit-and-tie and crunching numbers. It’s about all of us finding the deeper story of what we do, even if that’s a personal story. I’ll add that while I’ve gotten positive feedback from a few folks that are higher up the corporate chain than me, I think it was most important for a lot of folks that are doing the daily work that makes the business run. The folks that are in the call centers, processing claims or on the phones with partic-ipants—it’s from them that I’ve seen the largest

In the right moments, in the

right context, vulnerability is a way to engage

people in important messages.

Page 3: Matt Bahl, Prudential - Narativ

PROFILE3

Learn more about executive storytelling at narativ.com • Schedule a 15 minute call with Jerome Deroy, CEO

QA

outpouring. I think for them, hearing a personal story connects to the work they do in a more pro-found way; it leaves them feeling that they are not just a cog in the machine. Then, as they’re working with individuals and helping people, they may re-flect that they’re helping someone like my father in the story they heard me tell, or someone like their parents, or someone they know is going through a struggle. I think it gives them more of a human connection to the work they’re doing. In the corporate environment, there’s the company story, the client’s story, and other kinds of stories. But here, we’re talking about a work-related personal story that is based in a per-sonal experience. What value and potential do you see going forward in the use of personal storytelling in the workplace?

I thought a lot about that be-cause I think I’ve probably used those other forms of storytelling on a daily basis in my work and presenting at conferences. This was really the first time I had leveraged a truly personal story to illustrate a core business objective, and I think that finding the opportunities to do that in an authen-tic way are really important.

Also new to me: now I think more about the listener. Putting those together, it’s about using the personal story in a way that is most apt to connect with a specific audience.

Next, we’re going to be highlighting some case studies from work I’ve done with clients, but I think that the ability to tell those case studies in a way that’s not just the data, but in a narrative form, will be really interesting, so I’m going to try that there. I’m thinking about how to weave the case

studies in, in order to illustrate the outcomes we’ve seen for them. Even if it’s not my story, it is still a personal story, and that can make a big difference.

For the folks in the call centers... I think for them,

hearing a personal story connects to

the work they do...it leaves them feel-

ing that they are not just a cog in the

machine.

Page 4: Matt Bahl, Prudential - Narativ

Connect with your audience

B ENE F IT S OF S TOR Y T E LL ING IN

PR E S ENTAT IONS

> Bring abstract concepts or ideas to life> Connect personally and emotionally to your audience> Leverage vulnerability as a leadership quality that inspires

Narativ | 254 36th Street Suite C-549 | Brooklyn, NY 11232 | 212.268.4200

At Narativ we know you a have natural aptitude for storytelling. We coach you to activate it and tell genuine stories with natural

confidence at your next presentation, keynote or pitch.

THE POWER OF THE PERSONAL STORY

Narativ champions the personal story. The humanity of personal stories creates the strongest connection with your audience. Personal stories are as motivating and informative as they are memorable. Through emotions and images, they allow you to lead with empathy.

Our storytelling method teaches you how to mine your experiences for great material, streamline your thoughts, shape your story arc, and present in a natural way that feels unrehearsed and genuine. Plus, without a doubt, you’ll learn something about yourself along the way.

For over 20 years we’ve coached executives from brands such as AFAR Media, Condé Nast, Moleskine, Prudential, and Birchbox. Leaders come to us for coaching when they want to use a story to crystallize their strategy and present to their team, dramatize their mission, product, or service, or face and explain change, or simply improve an existing story for an upcoming presentation.

First co

aching

sessio

n is fre

e!

Page 5: Matt Bahl, Prudential - Narativ

PACKAGEOur package of 4 one-hour sessions conducted one-on-one either via Zoom, phone or in-person, includes email exchanges between sessions, reviewing new iterations and offering feedback. If you have a particular event you are working toward, we will add a one-hour debrief session afterward to hear your reflections and give feedback at no extra charge. Right now, the first session is free of charge.

DELIVERABLES

PR E S ENTAT ION-R E ADY S TOR IE SEach client gains a 4-minute business-relevant, personal story and the confidence to present it. It will have the details that matter, emotional resonance, and lead to a call-to-action.

TRA INERS

Narativ’s trainers come from fields as diverse as finance, theater, education, human resources and psychology. They are expert listeners who know precisely what experiences will lead to the most powerful stories and how to craft those into a complete arc. Most importantly, they help you to connect to your innate storytelling ability and use it for years to come.

CONTACT US

Jerome Deroy, [email protected]

Narativ | 254 36th Street Suite C-549 | Brooklyn, NY 11232 | 212.268.4200