Behavior Gap Radio 1379 | The Skill That Actually Matters- Listening
Jan 28, 2026
A deep dive into listening as the central skill in financial planning. The conversation contrasts calculation with presence and explores practicing intuition through small, everyday choices. It highlights modeling uncertainty, embracing vulnerability, and prioritizing human facilitation alongside technical competence.
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Transcript
Planning Is A Human Practice
- Real financial planning centers on listening, sensing, curiosity, and presence rather than just technical work.
- This human-centered practice matters more than spreadsheets for understanding clients' real needs.
Practice Intuition With Low-Stakes Choices
- Practice trusting your intuition by using low-stakes exercises that move you from calculation to feeling.
- Use everyday moments, like choosing fruit, to build the habit of listening to your inner sense.
Choosing An Orange As Training
- Carl describes going to the grocery store and choosing an orange by waiting for an intuitive answer.
- He frames this as a safe, nonconsequential way to practice moving from head to heart.