Thursday Email: Charles Green Podcast (Friday Test #5)

May 24, 2024

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Trust, Vulnerability, and Connection with Charles Green

In this episode of Bridging the Gap, Charles Green and I discuss balancing human connection with metric-based management in professional service industries. We highlight the importance of intimate, personal connections for building trust, critiquing the over-reliance on quantitative metrics. We talk about how trustworthiness can be learned, the role of vulnerability and risk-taking in trust development, and the significance of active listening and emotional safety over procedural compliance in rebuilding trust within organizations.

Jump to this:

[14:30] The significance of feeling safe and open in conversations, as well as being aware of one’s self-orientation. We highlight the importance of intimate conversations and the impact of self-orientation on communication, emphasizing the need to focus on the other person rather than getting wrapped up in one’s own thoughts.

[41:33] Embrace curiosity, vulnerability, and collaboration in work for successful relationships and outcomes. Acknowledge expertise in oneself and others to create valuable partnerships.

The best is ahead!

-Matt