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

How to Be Awesome at Your Job

How to be Awesome at Your Job

Sharpening, Self-improvement, Meaning, Winning, Development, Money, Interview, Writing, Health & Fitness, Speaking, Mental Health, Success, Wins, Fun, Skills, Business, Careers, Training, Education, Collaboration, Decisions, Career, Selfhelp, Mockaitis, Thinking

4.5 • 1.1K Ratings

🗓️ 5 October 2023

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

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.

Transcript

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0:00.0	Welcome to the How to Be Awesome at Your Job Podcast.
0:04.1	The show where brilliant professionals share how to sharpen the universal skills required
0:08.5	to flourish at work.
0:10.0	Enjoy more career fun, wins, meaning, and money with your host, Pete McIdas.
0:16.1	Hello and welcome to episode 904 with Mark Bellossa.
0:22.4	Mark is one of the most impressive folks I have met in recent years, so it was fun to
0:26.7	be able to chat with him and dig into his mind and see a little bit about his secrets
0:32.2	to success.
0:33.2	So this interview will feel a little bit less like your book.
0:35.6	Tell me about the best wisdom, more, more, practical example, and more like your life.
0:40.8	Tell me, how did you do those cool things that you did?
0:44.1	So we got great stuff from Mark, especially associated with gaining trust from people and
0:49.5	learning well by asking wise questions and some other goodies sprinkled along the way,
0:55.9	such as some financial planning insight since he spent a career doing just that.
1:01.0	So you'll learn one, how to build trust with anyone, two, how trying to sound smart
1:05.4	can hurt you.
1:06.4	And three, the most important question to ask at any meeting.
1:09.8	So if you want to check out the show notes or the transcript or the links to items that
1:12.8	we reference here, please drop on by awesome at your job.com-ep904.
1:18.9	Here's a little bit about Mark.
1:20.1	Mark is the former founder and CIO of Bellassa, Dinberno, and Foltz LLC, a wealth management
1:26.0	firm.
	...

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