Video summary
Todd Herman argues that true breakthroughs often require a fundamental shift in identity rather than just acquiring new skills or knowledge. He critiques popular personality tests like Myers-Briggs, suggesting they trap individuals by limiting them to static labels such as "introvert," which restricts their potential. Instead, he proposes viewing the self through multiple layers of identity: core possibility at the center, followed by core drivers shaped by race, religion, and heritage; a belief layer comprising attitudes and perceptions; and finally, various roles one plays in life like parent or entrepreneur. Herman emphasizes that these identities are not fixed but can be consciously chosen to either block or unleash potential, citing Olympic athletes who perform better when representing their country versus those crushed by the weight of national expectation if they do not resonate with it personally. The concept of an "alter ego" is presented as a powerful tool for elite performers to step into specific traits needed for success without losing their authentic self. Herman shares a case study of his client, a soft-spoken German business owner who struggled with scope creep and profitability issues due to her overly accommodating nature. Rather than forcing the typical "lion" archetype upon her, he helped her connect with an alter ego based on a wild buck that stands its ground against predators like bears using only its antlers. This specific identity allowed her to honor her own value and set boundaries in business without compromising her kind demeanor. Similarly, another wealthy Wall Street client who was burning out his leadership team found relief by adopting the traits of his grandmother—a survivor of the Holocaust who raised four successful sons with an iron rod but nurturing spirit—using a framed photo as a trigger to switch into this protective identity during critical conversations. Herman explains that activating these alter egos relies heavily on rituals, physicality, and environmental triggers rather than just mental visualization. He discusses how human beings are grounded in ritualistic behaviors that signal a change in state, noting the physiological impact of simply thinking about smiling or pounding one's chest to generate aggression for a task. This approach aligns with his observation of Tony Robbins' work on state changes but adds a layer of honoring the spirit behind the chosen identity; acting as an alter ego is not merely pretending but choosing specific qualities that represent a higher intention. He uses Beyoncé and her stage persona, Sasha Fierce, to illustrate how creating a distinct character allows individuals to access parts of themselves they might otherwise resist or feel uncomfortable expressing in their daily lives. The creation of such personas often stems from resolving internal combustion—the conflict between who one is and what needs to be done. In the case of Beyoncé, her transition from singing modest gospel hymns in church to performing provocative music required a separate identity that loved dancing provocatively so she could protect her more innocent self while still pursuing her passion. Herman notes that this phenomenon appears consistently among high performers across various fields who reference having a "character" or persona they step into when facing challenges. The ultimate goal is not to become someone else entirely, but to adopt the admirable traits of respected figures—whether it be a grandmother, an explorer like his German client's family history, or a fierce athlete—to navigate different aspects of life and business with renewed energy and purpose.
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Somebody at home right now is listening,
they want to have the change, they want
to have the breakthrough.
Yeah. What the [ __ ] do they do? Is so
Okay, well that's that's different from
like if we're talking about identity,
I'm talking about oh that's the process
of if I'm onboarding someone into my
business like into my
I love that. So I think that'll get into
the nitty-gritty of like what you're
trying to tease out. So they're doing
the diagnostic, it's telling you
Yeah. It's telling me where they need
training. Like where they haven't spent
much time on mastering the mental and
the emotional part of their game. Okay.
Right, cuz we're trying to
is this reminiscent of a personality
test?
Uh not well there's there's there's
elements of that, but you know, I use a
whole bunch of different diagnostics
because I am not a believer like there's
so many people who are out there who are
like I'm an INFGA or INFJ or whatever it
is from Myers-Briggs and I'm like boy,
again, what a fantastic way to trap your
and limit yourself. Cuz people love to
to say, you know, that's why personality
tests and all these quizzes online are
so popular, they go viral cuz they go
I'm a this. People love to discover more
about themselves. But what it actually
does is it traps many people cuz they're
like I'm an introvert.
And introverts don't blah blah blah,
whatever they say. It's like okay,
great. Now you're going to live through
that
hear that, you hear all right, this
person has a label now. That label has
created limitations. What they're no
longer recognizing that they're actually
a multitude of and what's interesting is
I don't know what word you would use
there. Personalities, traits Multiple of
No, multiple of identities. So identity,
okay. So now real fast define identity.
What does it encompass? Identity
encompasses, I talk about it in chapter
three of the book, the different layers
that get stacked on. So, you know, at
this core of what we are is just like
pure possibility. Like we can we can
move in many directions with our with
the kind of inborn talents of what it
means to be a human being, okay? So
there's four core possibility. Outside
of that creates what I call this kind of
core drivers layer. Core drivers are
things that you've that are that you've
attached yourself to
and that are attached to you because of
your your race, your religion, your
values, um where you're from because
people don't realize just how much that
stuff shapes them. You know, well, I'm
black, so that means that this or I'm
white and that means this or I'm Asian
or I'm a Catholic or I'm a Jew or I'm
Have you Have you heard that study where
if you take um an Asian woman who's
about to take a math test and
stereotypically women are worse at math
and stereotypically Asians are better at
math. Yeah. And if you prime her by
saying, "Oh, you're a woman. I wonder
how well you're going to do on the
test." They'll do worse. But if you take
that same person and prime them, "Oh,
you're Asian. I wonder how well you do
on the test." Yeah. Then they'll do
better. That is so crazy to me. And when
I was diving into some of your research,
that was what I was thinking is like
that there's some of the you're taking
control of the priming essentially.
Yes. So, all right. So, keep going on
that.
100%. So, core drivers sit there.
Um and again, even being a part of a
larger group. What like military man,
police officer, you know, this. So, we
we have these labels and now because we
they're they're the things that really
can help
either block someone's possibility or,
you know, unleash it in many ways. We
see that at the Olympics where someone
who's coming out of nowhere, but now
because they're wearing the you know,
the red, white, and blue on their back
or the red and white from Canada or the
wherever from somewhere else, they just
level up because of what it means to now
represent their country. Other people,
conversely, I can't use it with them cuz
I've worked with, you know, well over
100 Olympians.
That actually crushes their performance.
Because it's just too much weight. It's
too much or they actually don't care.
Some people don't care. Like it's that's
not meaningful to to that they're an
American or a Canadian or a Brit or an
Aussie, whatever the case. So, so that's
the core drivers. And then outside of
that, I call it the belief layer. So,
that's where your attitudes, your
perceptions,
um your beliefs about you or the world
around you sit, okay? This is all
shaping that identity. And it's shaping
it in the different areas of our life
and the roles that we play. That of an
entrepreneur, that of a a parent,
father, husband, wife, you know, lover,
brother, sister, mom, like all those We
have And that's why it's important that
we sort of peel away the layer or peel
away and show that no, you've got many
identities and we can shape you. No, you
get to shape yourself cuz it you're
doing it anyway. I'm not I'm not
explaining anything to anyone that is
not
grounded in gravity. Like it's real.
It's truth. We have many identities. We
just don't think about it. But I'm
trying to build awareness so that people
can see it and they go, "Oh." Cuz once
you build the awareness, all bets are
off with people.
Cuz now Do you have like archetypes of
alter egos that you push people towards
depending on what they're trying to
accomplish?
I love archetype stuff,
um
but
that's probably where it's a little bit
intuitive, but not necessarily. You
know, the the natural
lean when you talk about this is people
talk about, you know, like bringing that
kind of like lion to things or that roar
or whatever. But I have one client,
she's in the book where I talk about,
you know, that never resonates. She's
this real soft-spoken, like super kind
person. And her trying to bring out like
an inner lion thing wasn't wouldn't
work. But for her, she's German,
uh she has a she has a deep history in
her family of like exploration, being in
the outdoors. And she had this really
great reverence for a buck, like a male
deer.
And for her, it was like the way that it
stands its ground.
Despite the fact that a bear is coming
off, That's what people don't People
don't see the fights between
a wild buck and a bear or a cougar where
it fights it off with its antlers.
People don't see that. They only see the
kill.
But, sometimes the prey wins. And and a
big male buck will will do that and
fight with its antlers. Fight it off.
But, for her, what she needed because
she was a business owner and she again
very common thing where she had a
a sort of a freelance marketing company.
And you know scope creep. You know, it's
like so now she's she's building a
website for someone they go, "You know
what? We need some brochures done, too.
You know, can you add that on?" Yeah,
I'll do that, too. And because she's so
nice and kind
all of this and now she's completely
unprofitable or she's just making, you
know, a laughable amount an hour.
So,
the way that she started showing up in
her business
was through this lens of a buck that
stands its ground.
And honors the fact that she's valuable.
Like she is
um what she has is valuable and people
need to respect that.
Uh lion wasn't going to do that. So, no.
Archetypes, I don't push people towards
certain ones. And at the end of the day,
the most common
uh sort of alter ego identity that
people adopt is actually grandmas.
If there was a category
Grandmas?
Yeah, grandmas.
Because
in order for you to now
elite performers. Uh
Or these are cops and
These are These are people that are
either in um in the business world.
Grandmas aren't popular necessarily in
the sports world. That's not where So,
who's becoming the grandma? Uh so,
it and again, you're not becoming the
grandma. You're adopting the traits, the
qualities, or the abilities that you
admire about your grandmother. Okay,
I've got a a really wealthy man in uh in
New York who's a client for a long time.
And he was kind of a traditional Wall
Street type that just railroaded himself
towards success. Burned out and churned
out a lot of leaders in his business,
but now he had a very large private
equity business and his leadership team
was burning out quite a bit. And so when
and I started working with him, his
identity needed to change. Cuz he was
now in a completely different role that
what got him to be successful.
Right? So that hard charging thing, that
really helped him, but that's not
working now. That's going to break his
business. So he needed to step into a
new identity. Couldn't figure out a way
to do that. So when I was talking about
like, well, who do you respect? Like who
do you admire as great leaders of of
business?
Or just leaders in general. And he was
talking about like Jack Welch or Sumner
Redstone and and these names were coming
out. And so
I kind of but just talking to him I
could get that he wasn't like
emotionally connected to that idea.
So then I just asked him about his
family cuz I knew a bit about it. I mean
I knew his history. And he started
talking to me about his his grandmother.
Hus- her husband
died in the Holocaust. She had four
young boys, brought them over to
America. Classic story of, you know,
settling in the Lower East Side with
nothing, $70 in her pocket, raising
these four amazing young men, all going
on to have tremendous success.
My client was the son of of one of them.
And you know, just talked with great
reverence about just how like
amazingly
nurturing she was, but really strong
with an iron rod up her back with like
the values of how we operate as a
family. And and I said,
"That's That's who your identity is."
That's
So how do the people then grab that and
actually put it to use? Because when you
were talking earlier about um you know,
you need a uniform and do you have the
uniform of the dad when you walk in. So
I'm thinking what's the uniform of the
grandmother? But I'm guessing you're
going to say it's not quite how it
works. Yeah. So there's again, there's
there's different ways to activate this.
So
uh I want to I you know, continuing on
with that it's like active like getting
him to realize well, what are those
qualities that you just appreciate about
your grandma? Like what is it about it?
Uh cuz
the reason well,
what are those qualities? What are those
attributes? What are those traits? And
then
so yeah, a uniform really helps.
Something we call them totems and
artifacts. Something that physical that
you can put on that can help you step
into that because again, we're acting
with this intention now. Cuz you're
choosing it. And and that item
represents what you're activating. So,
for him there was no thing. There was no
there's no something that he was going
to go put on.
But there was
another quality that we use is something
that you use in your environment. So, he
had a framed photo of his grandmother.
And he wasn't going to be like, you
know, acting through this identity
through his entire day, but it was when
he needed to have conversations with his
leadership team that he needed to like,
you know, pump the brake on his
extraordinarily aggressive personality
and and start you know, acting with a
completely different intention. So,
anytime he was about to have a
leadership conversation
he had this frame of his grandma sitting
on his
on his credenza or on his desk, sorry.
And it was
we like to create triggers.
So, there was a switch. So, he would
turn that frame so now she was facing
him. What's the importance of the
triggers? That's really interesting to
me. Uh the importance of it is to create
rituals.
And and
Why? Why does that matter?
Because human beings
are
uh are grounded in rituals and there
isn't it's almost like an honoring
ceremony. Because what I want you to do
is I want you to I don't want you to
dishonor the memory or
the spirit of whatever or whoever it is
that you are activating by not truly
acting through the qualities of that
individual. So, the conversation with
him is is like, now
you know, choose your grandmother very
carefully.
Because
you you cannot go into a conversation
with your leadership team and act the
way that you do and dishonor the way
that your grandmother would handle that
by you acting in this completely, you
know, kind of wild and you know,
swear
laden way cuz she wouldn't do that. So,
that trigger again, it's just it it it
helps to
send a signal through your entire
electrical system that something
different is happening. So interesting.
Are you familiar with Tony Robbins and
his whole idea of state change and all
that stuff?
Sure. Man, that stuff is really
interesting to me and there's something
so fascinating about the human ability
to change your state. Like reading your
stuff about alter egos and I was like,
okay, this is interesting. There's
something about
for anybody that that doesn't quite have
their hooks into this yet.
Do the following exercise. Sit down,
close your eyes and think smile. Yeah.
And what's weird is you will feel the
change. Like you'll feel a neurochemical
change just by thinking smile. Like
you're not actually moving the muscles,
you're just thinking about the smile.
And my gut instinct is if you sat there
long enough thinking smile, you'd
actually start to smile. And then to
take this to to where you started, that
ritualistic move. There's something
about birthing it through physicality
that and
I I I'd actually be really curious to
understand the research or
you know, the the underlying
physiological thing. So, I have this
obsession with physiological hooks. So,
there there is something about tying
your mindset to physicality that is
incredibly important. Like when you see
people trying to do a state change,
athletes will do this all the [ __ ]
time.
Yeah. And I've done this I do this
sometimes for if I don't want to get in
a cold shower and I'm like [ __ ]
Yeah. I don't want to do this and I have
to like state change it. I'll [ __ ]
pound my chest. There's I don't know
what it is, but dude you do that and
boom it's like I've got the aggression.
I have exactly what I need to tackle
this and to just completely I always
think of it in terms of frame of
reference. But my gut instinct is if I
were to define frame of reference and
you were to define an alter ego, we
would find that they're
similar. They may not exactly overlap,
but it's a No. a very similar concept.
I mean I've seen a lot of stuff you're I
mean you talk a lot about identity with
people, right? Like your your you you're
dancing around the stuff that I've been
working with people on for you know, 22
years. Really alter ego stuff is what
came into my practice in 2003 2004. Um
because I just started to discover that
this was the golden thread that was
weaving together all of these elite
people that I was now starting to work
with where they were talking about I've
got this persona that I step into. I've
got this other kind of identity. I have
this character that I use. And you know,
I I played college football at a high
level. I was a nationally ranked
badminton player. I played sport at a
high level. Not pro, but I was a good
athlete. And my responses back to those
people was always like, "Oh, that's
really cool cuz I use I use that as
well." It was more like an interesting
kind of connection point.
Mhm. And then it was me preparing um
a a US swimmer a a lady for the Athens
games back in 2004 where it's just the
way that she said it where it's all of a
sudden all of these dominoes of
conversations came together and I was
like, "Wait a second.
There is this consistency
amongst the people who are consistently
performing at their best.
They keep on referencing this idea.
There's something there."
Do you know who Sasha Fierce is? Of
course I know who Sasha Fierce is, yeah.
Absolutely.
to me is when I heard so for anybody
listening that doesn't know who Sasha
Fierce is, that's Beyoncé's alter ego on
stage and I thought, "Whoa, that's so
interesting that somebody that
successful uses this technique to have
the balls, essentially, to go out on
stage, to own it, to be fierce." And she
needed it.
You know, when you take a look at her
story, she's a gospel singing young
black girl from Houston, Texas, who
people would show up
every Sunday.
They can't wait to hear Beyoncé singing
gospel songs.
Her dad, recognizing her talent and her
love for music,
gets her and Solange inside of a dance
group. There's eight of them. And now
Beyoncé, who's used to dressing very
modestly in a church environment singing
gospel hymns and songs, is now asked to
sing provocative music dancing
provocatively. She had a real internal
combustion over this. Right? Now, I want
people to track this. Are there some
things that you've got some internal
combustion over right now that you're
resisting against because you have a
tough time seeing yourself
do it despite the fact that you want to
manifest it. You want to pursue that
entrepreneurial career. You want to
pursue that acting or that singing or
you want to get out there, okay? So, she
then created Sasha Fierce, someone else,
another identity to go out there that
loved
going out there performing, loved the
provocative, loved dancing that way.
And that's who she would step into and
activate when she went out there.
Now, all of a sudden, she could protect
for herself that sort of more innocent
Beyoncé.