904: How to Gain Trust and Insight by Asking Better Questions with Mark Balasa

5 snips

Oct 5, 2023

Former founder and CIO of Balasa Dinverno & Foltz LLC, Mark Balasa, shares lessons on trust and insight. Learn how to build trust, avoid sounding smart, and ask the most important question in any meeting. Explore the challenges of building relationships, managing money, and transitioning careers. Discover the importance of taking authority, behavioral finance, and kindness in the workplace.

Ask episode

Chapters

Transcript

Episode notes

Introduction

00:00 • 4min

Building Trust and Navigating Relationships

03:38 • 23min

Building Relationships and Managing Money

26:54 • 7min

Transition and Motivations

33:27 • 4min

Taking Authority and Behavioral Finance

37:23 • 3min

The Importance of Kindness and Sincere Efforts in the Workplace

40:46 • 2min

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.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.