Building Relationships and Managing Money

This chapter explores the importance of listening and engaging with people in building relationships, as well as the significance of minimizing expenses and considering taxes when managing money.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

Mark Balasa shares the most important lessons learned on trust from his celebrated career in asset management.

— YOU’LL LEARN —

1) How to build trust with anyone.

2) How trying to sound smart can hurt you.

3) The most important question to ask in any meeting.

Subscribe or visit AwesomeAtYourJob.com/ep904 for clickable versions of the links below.

— ABOUT MARK —

Mark is the former founder and CIO of Balasa Dinverno & Foltz LLC, a wealth management firm.

Mark has been a featured speaker on investment and technology topics with organizations such as Morningstar, the Financial Planning Association (FPA), Charles Schwab & Co., and Standard & Poor’s. He has been quoted in publications such as The Wall Street Journal, The New York Times, Barron’s, Smart Money, and BusinessWeek.

Mark has been recognized as one of the top wealth managers in the country by organizations such as Robb Report Worth magazine, Medical Economics and Bloomberg. He previously sat on Blackrock’s RIA Advisory Board, J.P. Morgan’s RIA advisory board, PIMCO’s advisory panel for RIAs, the advisory board for State Street Global Advisors, and the technology board for Charles Schwab & Co. Mark has written for INC. magazine website and publications for CCH.

• Company: BVM Studio

• Podcast: Is THIS for Kids?

— RESOURCES MENTIONED IN THE SHOW —

• Website: Morningstar

• Book: Nudge: The Final Edition by Richard Thaler and Cass Sunstein

• Book: Misbehaving: The Making of Behavioral Economics by Richard Thaler

• Book: Thinking, Fast and Slow by Daniel Kahneman

• Book: The Ideal Team Player: How to Recognize and Cultivate The Three Essential Virtues by Patrick Lencioni

• Book: The Five Dysfunctions of a Team: A Leadership Fable by Patrick Lencioni

• Past episode: 552: The Foundational Principle that Separates Good Leaders from Bad Ones with Pat Lencioni

— THANK YOU SPONSORS! —

• Dash Hudson. Manage your social media and stay up to speed with Dash Hudson’s Social Media Trends Report.