Coaching Skills: Creating Rapport with Clients

Profit First Australia and New Zealand
23 Mar 202320:15

Summary

TLDRThis session delves into the art of building rapport with clients, a crucial skill for fostering trust and enhancing professional relationships. It defines rapport as a mutual sense of connection and understanding, often created unconsciously. The speaker outlines various types of rapport, including circumstantial, topic-related, relationship, verbal, and postural gestural rapport. They then introduce eight fundamentals for consciously creating rapport, such as prioritizing it, asking open questions, showing genuine interest, and matching body language. The goal is to help professionals connect more effectively with clients, leading to better outcomes and stronger, long-term relationships.

Takeaways

  • πŸ˜€ Rapport is a sense of connection and trust that arises when people share values or priorities.
  • πŸ”— Rapport is usually created unconsciously but can be consciously utilized to build stronger client relationships.
  • πŸ—£οΈ There are different types of rapport, including circumstantial, topic-related, relationship, verbal, and postural/gestural rapport.
  • 🀝 Building rapport involves being genuinely interested in clients, asking open-ended questions, and actively listening.
  • πŸ“ Taking notes during conversations helps remember important details about clients, which can be used to build rapport.
  • πŸ‘€ Paying attention to commonalities between you and the client can create a sense of shared understanding and connection.
  • πŸƒβ€β™‚οΈ Being on the same 'step' as the client, whether it's focusing on details or big-picture thinking, helps in rapport building.
  • πŸ’¬ Matching the client's language, including adjectives and modalities, can create verbal rapport and make them feel understood.
  • πŸ§β€β™‚οΈ Mirroring body language, such as posture and gestures, can create postural rapport and make the client feel more comfortable.
  • πŸ‘ Offering positive feedback and acknowledging what the client is doing well can foster trust and strengthen the relationship.

Q & A

  • What is the definition of Rapport according to the transcript?

    -Rapport is described as a sense of connection that occurs when you meet someone you like and trust, whose point of view you understand. It's also defined as a friendly and harmonious relationship where people or groups understand each other's feelings or ideas and communicate well.

  • Why is creating Rapport with clients important?

    -Creating Rapport with clients is important because it helps them feel known, trusted, and safe around you, which encourages them to open up more. This openness allows for better assistance in their journey and can lead to long-term relationships and referrals.

  • What are the different types of Rapport mentioned in the transcript?

    -The transcript mentions four types of Rapport: circumstantial or topic-related Rapport, relationship Rapport, verbal Rapport, and postural and gestural Rapport.

  • Can you give an example of circumstantial Rapport from the transcript?

    -An example of circumstantial Rapport given in the transcript is when two people both have young families or aging parents, creating a shared experience that facilitates connection.

  • How is relationship Rapport defined in the transcript?

    -Relationship Rapport is about truly knowing and understanding your client to create a meaningful connection. It involves showing interest in what's important to them, like their hobbies or family, and demonstrating that you care about their business and them as a person.

  • What is verbal Rapport and how can it be achieved?

    -Verbal Rapport is created by using similar language to your client, which doesn't mean repeating their words exactly but adapting your speech to match their style and the language they use. This can include using the same type of descriptive words or adopting a similar tone.

  • How does postural and gestural Rapport work?

    -Postural and gestural Rapport involves matching the body language and gestures of your client to create a sense of understanding and similarity. This can mean adopting a similar posture, using hand gestures in a way that mirrors the client, or adjusting your own movements to align with theirs.

  • What are the eight fundamentals of building Rapport as outlined in the transcript?

    -The eight fundamentals of building Rapport are: 1) Make Rapport building a priority, 2) Ask lots of open questions, 3) Be interested and show you're listening, 4) Pay attention to what you have in common, 5) Be on the same step with your client, 6) Listen to their language and use similar descriptives, 7) Match and mirror body language, and 8) Offer positive feedback on what's going well.

  • Why is it beneficial to ask open questions when building Rapport?

    -Asking open questions invites more than a yes or no answer, which helps you get to know your client better and provides more opportunities for connection. It also shows that you are genuinely interested in their responses and willing to engage in a deeper conversation.

  • How can taking notes help in building Rapport?

    -Taking notes during conversations helps you remember important details about your client's personal life or business, which you can refer back to in future interactions. This demonstrates that you were listening and value what they shared, thus enhancing Rapport.

  • What is the significance of being on the same step with your client?

    -Being on the same step with your client means recognizing and respecting their current focus, whether it's on details or the big picture. This aligns you with their thought process and helps them feel understood and valued, which is crucial for building Rapport.

Outlines

00:00

🀝 Introduction to Rapport Building

The speaker begins by introducing the topic of rapport, emphasizing its importance in client relationships. Rapport is defined as a sense of connection and trust that arises from shared values or priorities. It is usually formed unconsciously but can be consciously developed to enhance client trust and openness. The session aims to explore types of rapport and provide eight fundamentals for building it consciously. The speaker invites participants to reflect on any rapport-building skills they might already use and encourages them to learn new techniques to enhance their client interactions.

05:03

πŸ—£οΈ Types of Rapport and Verbal Communication

This section delves into different types of rapport, including circumstantial or topic-related rapport, which is based on shared life circumstances or interests, and relationship rapport, which involves understanding and caring about the client's personal interests. The speaker also discusses verbal rapport, which is about using similar language and communication styles to the client's. This could involve matching the client's use of visual, auditory, or kinesthetic language and adjusting one's speech pace and style to match the client's for better connection and understanding.

10:04

πŸ’‘ Fundamentals of Rapport Building

The speaker outlines eight fundamentals for building rapport. These include making rapport building a priority, asking open-ended questions, showing genuine interest in the client, paying attention to commonalities, being on the same 'step' as the client in terms of focus on details or big picture, using similar language and descriptives, and matching and mirroring body language. The fundamentals aim to help professionals create a stronger connection with clients, leading to more effective communication and better outcomes in professional relationships.

15:04

πŸ”„ Adjusting Communication to Build Rapport

This part of the script focuses on the importance of adjusting one's communication style to match the client's preferences for details or big-picture discussions. It suggests joining the client in their preferred discussion level and then guiding the conversation to the necessary level of detail or broader vision as needed. The speaker emphasizes the importance of listening to the client's language use and mirroring it to establish rapport. The section also touches on the value of positive feedback, highlighting clients' achievements and efforts to foster a sense of being seen and understood.

20:06

🌟 Conclusion and Invitation to Practice

In the concluding remarks, the speaker summarizes the key points of the session and encourages listeners to apply the rapport-building techniques discussed. The emphasis is on the natural and authentic use of these techniques to enhance client relationships and interactions. The speaker expresses hope that the session's content has been helpful and invites participants to integrate these learnings into their professional practice.

Mindmap

Keywords

πŸ’‘Rapport

Rapport refers to a harmonious relationship characterized by mutual understanding and effective communication. In the context of the video, rapport is the foundation for building trust and connection with clients. It is the 'click' or sense of connection that occurs when people feel understood and valued. The video emphasizes the importance of rapport in client relationships, as it can lead to more open communication, deeper trust, and ultimately, better outcomes for both the client and the professional.

πŸ’‘Connection

Connection, as used in the video, is the feeling of being linked or associated with someone else on an emotional or intellectual level. It is a key component of rapport and is often established when shared values, interests, or experiences are discovered. The video suggests that creating a sense of connection can be facilitated by being aware of and responsive to the client's feelings, ideas, and communication style.

πŸ’‘Unconscious

Unconscious in the video script refers to the automatic, reflexive behaviors or responses that occur without deliberate thought. Rapport is often created unconsciously, meaning that people naturally feel a sense of connection or understanding without actively trying to do so. The video aims to make these unconscious processes more conscious, so professionals can intentionally build rapport with their clients.

πŸ’‘Circumstantial Rapport

Circumstantial Rapport is a type of connection that arises due to shared circumstances or life situations. The video provides examples such as having young families or aging parents. This form of rapport is based on external factors that both parties can relate to, which can serve as a starting point for building a deeper connection.

πŸ’‘Topic-Related Rapport

Topic-Related Rapport is established through shared interests or topics of discussion. The video script mentions shared interests in television shows or sports teams as examples. This rapport is created when individuals find common ground in their hobbies or preferences, which can lead to more engaging and enjoyable conversations.

πŸ’‘Relationship Rapport

Relationship Rapport is a deeper form of connection that is built on genuinely knowing and understanding the client. It involves showing interest in the client's personal life, values, and priorities beyond the professional context. The video suggests that by paying attention to what matters to the client, a professional can create a meaningful connection that fosters trust and openness.

πŸ’‘Verbal Rapport

Verbal Rapport is created through the use of similar language and communication styles. The video explains that this doesn't mean echoing the client's words exactly but rather adopting a similar tone, vocabulary, and style of speaking. This can make the client feel heard and understood, as if the professional is 'speaking their language.'

πŸ’‘Postural and Gestural Rapport

Postural and Gestural Rapport involves matching or mirroring a client's body language and gestures. The video describes how adjusting one's own body language to be more in line with the client's can create a sense of similarity and understanding. For instance, if a client is expressive with their hands, mirroring this expressiveness can help establish rapport.

πŸ’‘Open Questions

Open Questions are inquiries that cannot be answered with a simple 'yes' or 'no' and invite more detailed responses. The video encourages the use of open questions to facilitate deeper conversations and to show genuine interest in the client's experiences and perspectives. This approach helps in gathering more information to build rapport and understand the client better.

πŸ’‘Positive Feedback

Positive Feedback in the video is about acknowledging and appreciating the client's efforts, progress, or achievements. It serves to reinforce a positive relationship and encourages the client by highlighting what is going well. The video suggests that focusing on positive aspects can enhance rapport by making the client feel valued and understood, which is crucial for a strong professional relationship.

Highlights

Rapport is a sense of connection that forms when you meet someone you like and trust.

Rapport is often created unconsciously and is a feeling of 'click' with someone.

Circumstantial Rapport is based on shared circumstances or topics.

Relationship Rapport involves truly knowing and understanding your client.

Verbal Rapport is created through the use of similar language to your client.

Postural and gestural Rapport involves matching a client's body language.

Making Rapport building a priority leads to better results and client relationships.

Asking open questions invites more than a yes or no answer, fostering Rapport.

Being genuinely interested in your client and taking notes on details helps build Rapport.

Noting and highlighting commonalities with your client strengthens Rapport.

Being on the same step as your client in terms of focus on details or big picture.

Matching and mirroring your client's body language can create a sense of understanding.

Offering positive feedback on what's going well helps clients feel seen and heard.

Rapport building is not about being a clone of your client but finding common ground.

Fundamentals of building Rapport include making it a priority and being genuinely interested.

Using similar language and body language to your client can help establish Rapport.

Rapport is about being naturally you and creating beautiful client relationships.

Transcripts

play00:02

hello in this session we're going to be

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talking about Rapport and specifically

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how to create rapport with your clients

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so first things first let's talk about

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what is Rapport so in looking at your

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standard definitions we come up with

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things like

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um

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Rapport is a sense of connection that

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you get when you meet someone that you

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like and Trust whose point of view you

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understand reports the bond that forms

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when you discover that you share one

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another's values or priorities

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um another definition is

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um that Rapport is a friendly and

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harmonious relationship in which people

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or groups understand each other's

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feelings or ideas and communicate well

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so you can get the overall sense from

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those definitions but in reality Rapport

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is really a feeling and most people have

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had that experience of just that click

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that you get with someone that feeling

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of I like them I trust them have that

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feeling that I know them and Rapport is

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usually created unconsciously what we're

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going to be talking about in this

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session is how you can utilize the ways

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that we feel Rapport unconsciously but

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bring it into

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part of your conscious way of helping

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clients feel like you know them that

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they can trust you they can feel safe

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around you and and open up because the

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reality is the more someone shares with

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you the more you can help them along

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their Journey with being a prophet first

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um receiver of profit first professional

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wisdom

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so what I wanted to do in this session

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is a couple of things the first is to

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break down

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types of Rapport and then I'm going to

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run through with you eight fundamentals

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in building Rapport consciously

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before we get started I want to ask you

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one question

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and that is do you have any Rapport

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building skills or tools that you

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already

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consciously intentionally use with your

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clients

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often the answer to this is no and then

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sometimes when we go through what will

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be

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um learning in today's session you might

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find that you actually do do some of

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these things because as I said a lot of

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it's unconscious

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so do you have anything that you use

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already

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um and if the answer is yes break tune

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into this session and see if there's

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anything that you'd like to add you know

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change or tweak and if you don't then I

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hope this session gives you some ideas

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of how to begin to just have more of

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that click with more of your clients

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which means that you can help more and

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it will also help you in the discovery

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call

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um potentially the discovery call

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process and how you build you know

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long-term relationships with clients

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over time if that's what you want to do

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so let's break down the types of the

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types of rapport

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firstly there's what I call

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circumstantial or topic related Rapport

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so this is circumstantial maybe you've

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both got young families you've both got

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aging parents you've both got

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um parents that live in overseas or

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something like that so this particular

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circumstances that you share or topic

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related Rapport so we see this I live in

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Melbourne

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um Australia so it's a quite a lot of

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people are into football so you see

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Rapport created between people that are

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into football and aren't and then

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there's an even deeper kind of

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connection that can happen with

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following particular teams

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um we also see topic related rapport

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with television shows so there's quite

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television shows that create this um

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this following and you see it on social

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media people talking about this the

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episodes and there's assumed knowledge

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because everyone's watching it

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um as it comes out so that's just a

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couple of

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um a couple of ideas for you so

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circumstantial or topic related rapport

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the second type of Rapport

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um in this breakdown is relationship

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reports this is about really knowing and

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understanding your client and creating a

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connection that's meaningful so you

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um yourself might not let's let's say

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your clients has horses and you yourself

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don't have horses so you don't have that

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circumstantial topic related Rapport but

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you know that they do and they really

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care about it so you always you know you

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ask them about it when you when you

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catch up because you know it's

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meaningful to them so it's like they've

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paid attention that your client feels

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like you know them you know what's

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important to them you care about their

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business and them as a person

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um and that's just one example you can

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um create that kind of relationship

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Rapport by you know really getting to

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know your client as a person

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um there is also verbal Rapport so

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verbal

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Rapport is created when you have the

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behavioral flexibility to use similar

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language to your client now this doesn't

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mean that you need to power it exactly

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back what they're saying to you but it's

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having that you know if they're

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constantly talking about what they're

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seeing in their business you might also

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talk about what you're seeing in their

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business so you're both talking about

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what you're seeing if they're talking

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about how they're feeling in their

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business you might

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um be able to ask them questions or

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offer them a solution and say how does

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that feel so it's like you're just using

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the same type of language as they are

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doesn't have to be over the top but it's

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just paying attention to the language

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that people are using

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and sometimes we can

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use types of language like acronyms or

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ways of speaking that make sense to us

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in our industry and sometimes we can

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forget to

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make that more common language when

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you're talking to someone that you know

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doesn't have that shared information so

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this is another way that we either

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um kind of interfere with creating

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Rapport because we're speaking in this

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way that doesn't really make a whole lot

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of sense

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um or we create verbal Rapport by just

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speaking in a way that's similar to you

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know similar style to how your client is

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is communicating and you just meet them

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where they are it's kind of Rapport is

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this type of Rapport is kind of like

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dancing with someone if you're wondering

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if someone's wanting to do a a waltz in

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someone else is cha-charing well there's

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no Rapport so this is what I mean in

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terms of verbal Rapport I can get quite

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animated and speak really fast but if

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I'm speaking with someone who's slow and

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methodical and considering each step my

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way of creating rapport with them is

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just to be willing to slow right down

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and that just helps them feel like I'm

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not pushing them out of where they are

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and as I said this is unconscious it's

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just the person leaves the session

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feeling like they actually got to be

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themselves so it's a wonderful thing to

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explore and try out

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another type of Rapport is postural and

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gestural Rapport so if someone's using

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their hands a lot when they speak I do

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this

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um

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and you're sitting opposite someone

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that's got their hands clasped and they

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never move you might as a person that

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gestures a lot just kind of slow that

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down or maybe only you know just baby

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hold your hands a little bit more still

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or if someone if you are someone that's

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quite still and someone's really

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animated if you can join them just a

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little bit in the important bits in a

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little bit of Animation or gestures

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they'll just get that unconscious sense

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that you understand them you're like

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them because that feeling that you get

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that we all talk about in terms of you

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know marketing and referrals people want

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to have that experience of a liking

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knowing and trusting you and this is

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just little ways that you can join them

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a little bit and just help them to feel

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like you're on the same page as them

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postural is more about you know if

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they're sitting in a really open way so

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they're really relaxed they're kind of

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sitting back

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um and you've got very closed down body

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language that it will just they will

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notice it unconsciously whether it's

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conscious or not they'll just think oh

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they're you're uptight or if they're

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really closed and upright and I want to

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say sensible but if they're all

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um quite stiff in their body language in

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your life this well they'll also feel

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you know potentially like you're not as

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connected if there's a little bit of

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similarity

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so that's that's how I wanted to just

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break down the Rapport so circumstantial

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and topic related relationship Rapport

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verbal reports are using that similar

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language and posture and you know basic

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gesturing so that's kind of four

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different ways that you can consciously

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bring into your client conversations to

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create that rapport

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before we move on to some fundamentals I

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just want to be really clear that you do

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not have to do all of this because I

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think it would be it would it would make

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you not focused on the content of your

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conversation if you're trying to do all

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of it

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but the reason that I'm giving you lots

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of options and running through the

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fundamentals is to help you when you

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first meet a client you might just hear

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one of that one of those breakdowns of

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Rapport and think okay I can do that and

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I can bring a little bit of

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Consciousness to that one type of

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Rapport into my sessions and you know

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just watch what happens in terms of when

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you're meeting with people

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the other way this is useful is if

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you're in a conversation with a client

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and the conversation seems to have

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derailed so it's like all of a sudden

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you're just really aware they're in a

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different place to you and they're

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they're kind of wanting to back away or

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that you can tell they're not feeling

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understood

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being aware of these types of Rapport

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are a way to just get the conversation

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back from derailed and you know back to

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you and then you understanding them them

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understanding you

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so let's move on to some fundamentals of

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building Rapport I've just got eight

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steps here just to give you

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um some ideas and like I said you don't

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have to be doing all of it these are

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just about having some things in your

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tool box that you can pull out when

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you're wanting to have a conversation

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um go well or if things have derailed so

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I have a sip of water

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okay number one

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my invitation to you is to make Rapport

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building a priority so like I said this

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experience of people liking you knowing

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you and trusting you is

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a fundamental way of getting the best

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results for them and also creating

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referrals and creating that relationship

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that allows people to you know open up

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and the more they open up the more you

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can achieve together so if you can just

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make Rapport building just in there in

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your Consciousness as something that you

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do that's going to help you along the

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way on your journey of being a profit

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first professional and whatever else you

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do in your business as well

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number two ask lots of open questions

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that invite more than a yes or no answer

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so that's what an open question is this

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helps you get to know your client and it

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gives you more to connect with even what

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did you get up to on the weekend it's an

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open question can't answer yes or no to

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it and have it be it would have it be a

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reasonable answer to a question like

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that and it just helps you to get to

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know them so a lot of people do this

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consciously but are you paying attention

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to the information that you actually get

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back from your open questions

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which leads me into number three which

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is be interested

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so listening to your clients and really

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showing that you're listening so some

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people will ask to borrow that you know

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how was your weekend question but they

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they're kind of hearing and setting up

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for the meeting or something like that

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are they really listening so I take

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notes when I work with work with clients

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being a coach but I take note of the

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details of the things that really matter

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so be interested show that you're

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listening and also take notes if you're

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a note taker or if you've got an

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excellent memory file in a way of the

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details that seem to really matter

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so you might be working with a client in

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their you know youngest child or their

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grandchild is about to start school when

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you catch up with them next month or

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next order you can ask them about it and

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it's going to make them feel special and

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like you were really listening when they

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spoke about their life outside of their

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business so know some details about

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their life and you can refer back to

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this

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um and people will give you in general

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conversation they might say oh my

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partner's about to turn 50 or

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um you know my parents are going to

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France or whatever it is these are

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details that people are telling you and

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you can utilize them to create this

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rapport

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uh number four pay attention to what you

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have in common

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and make note of this

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so it might be like I was saying before

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it might be a football team it might be

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you you both love the the same time of

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year the best some people love summer

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some people love spring some people love

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winter you know what I mean just pay

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attention to what you have in common and

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just make this something that you take

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note of and this is going to give your

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client this we're on the same page

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feeling you don't need to be a clone of

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them but you can just have this one

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thing that you both love speaking about

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or that you check in with each other

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about and that's going to create rapport

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number five and this may take some

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pattern breaking or or not but it takes

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some Consciousness so number five is be

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on the same step with your client

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so have you ever been in a conversation

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with someone where they're wanting to

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move on to talking about this part of

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whatever you're talking about and you're

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you're back here you're still here it's

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like oh I need to know this before we

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can

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get to that part so some of us are very

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we need a lot of understanding of the

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detail before we can step into bigger

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picture type things

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some people are so much more interested

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and happy and enjoy being in the big

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picture conversations

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and they're not really a huge fan of the

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details so that's just one example we

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can also map this this way so it's let's

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imagine we're talking about profit first

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implementation and the person's on like

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how many bank accounts and you're going

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this will change your life in

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two years time or something like that

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and you want to talk about the results

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over here and they're like yeah but but

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I need to I need to know this before I

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can join you here

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so just paying attention to your client

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and where they are will help you to be

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on the same step as them and this will

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also help the person not feel like

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they've walked into your office or

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they've walked into the zoo they've

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opened up the zoom meeting and they're

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on a conveyor belt but they've got no

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choice on because I'm sure you've I've

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had that in the sales

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type environment where it's all of a

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sudden I've had a conversation and I

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just can feel they're like

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this step this step this step this step

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and I might still be here wanting to you

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know understand this part and it's not

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it doesn't make you feel valued as a as

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a person

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and it can give you that sense of I'm

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just a number rather than

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you know I really matter so be on the

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same step with them now if coming back

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to this idea of details and big picture

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if someone's a big picture thinker join

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them in the big picture

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and then say

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I've just need to pop into the details

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for a moment because we're going to need

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to do this and this in order to achieve

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that

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kind of thing so it's like you're

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joining them where you are where they

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are creating Rapport popping into the

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details because they matter in order to

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create results or you can do it the

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other way the person's in the specifics

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and you can join them in the step that

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they're in you can join them where they

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are and you can say

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I'm hearing the details with you and

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we'll definitely be doing this and this

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and this and this I just want to for a

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moment talk to you about a few things

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that are possible when we get this right

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and then you can offer the big picture

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so it's just join people where where

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they are and this is the same with this

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kind of movement so it's like just talk

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to them here and I just want to let you

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know when we get this right we can

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create this so join them where they are

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so you can move on with them

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number six listen to their language and

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use similar descriptives or similar

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modalities so this is that language

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matching that I was talking about the

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verbal Rapport using similar language

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you can do this with

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um descriptors like

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if they're talking about seeing you can

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join them in seeing it they're talking

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about

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um you know what things feel like you

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can do it like that you can also just

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use similar adjectives like I use the

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words amazing and fabulous a lot that's

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just part of my nature so if someone was

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creating rapport with me they'd be able

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to go isn't that fabulous and I'd be

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like oh they're so my kind of person so

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you can use some similar words again

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you're not becoming a robot because that

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would just be weird but just pick up a

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couple of words they use and use it back

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and you'll have that sense of we're on

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the same page they understand me

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number seven is matching and mirroring

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body language so this is what we were

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talking about before in terms of

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postural and gestural support just

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picking some Basics if that's what sits

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with you you do not have to do all of

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these these are just ideas

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now number eight which is a step that

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maybe you're already doing or maybe you

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want to add into the mix number eight in

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the fundamentals of building Rapport is

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offer positive feedback on what you're

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noticing and what's going well

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so it's very easy when we're solving

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problems to be focused on the the

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problem and focused on solving you know

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focus on okay that's done now next

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problem next problem next problem

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especially initially when we're working

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with people

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but I'm really know how good it feels

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when someone is able to say to you

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basically I see what you're doing I see

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how much effort you've put in you've

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created that isn't that wonderful or be

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me isn't that fabulous or isn't that

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like it's amazing what you've done in

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such a short amount of time or it's

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really admirable how much effort you're

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putting in it's you're basically saying

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I see you

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so if you notice people doing things

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well even if there's a whole lot of

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things they haven't done if they've

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opened that one bank account or they've

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done that one thing offering positive

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feedback about what's going well helps

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people feel seeing heard and understood

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which leads to them liking knowing and

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trusting you but it's just so much more

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fun to hear

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you know positive feedback on what's

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going well rather than problem problem

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so they're my eight fundamentals in

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building Rapport I hope some of that is

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really useful and some of it you can add

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into the way that you speak with clients

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so that it feels natural and Rapport is

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all about being naturally you

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in your own way and creating clients

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relationships that feel really beautiful

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to show up for so thank you for

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listening I hope that's been helpful

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