Home
Categories
EXPLORE
True Crime
Comedy
Business
History
Society & Culture
Sports
Technology
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/01/88/2d/01882d30-aefe-ff58-aa70-cec72bbd6b15/mza_1870703668750519600.png/600x600bb.jpg
The Uncertainty E.D.G.E.
Sam Sivarajan
62 episodes
4 hours ago

The Uncertainty E.D.G.E. Podcast explores what judgment looks like in practice when certainty is impossible.

I am a judgment guide. I help people act when the stakes are real, tradeoffs are unavoidable, and certainty isn’t coming. My value is not tactical insights, prediction, or optimization. It is guiding people to build their capacity for judgment under uncertainty.

Each episode examines a real decision moment—where real outcomes, real people, and real tradeoffs were at stake. Rather than focusing on outcomes or hindsight explanations, the conversations stay close to the decision itself: what could not be known at the time, what pressures were present, and how judgment was exercised without guarantees.

This is not a podcast about best practices, leadership slogans, or forecasting the future. It is about how people responsible for consequential decisions actually decide when responsibility can’t be delegated and waiting for clarity is itself a risk.

The podcast is for people accountable for decisions that matter—often without full control or authority—who must act with clarity and judgment when certainty is impossible.

Listeners might be interested in The Uncertainty E.D.G.E. newsletter as well. Check out at www.theuncertaintyedge.com. Hosted by Sam Sivarajan.

Show more...
Management
Business
RSS
All content for The Uncertainty E.D.G.E. is the property of Sam Sivarajan and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

The Uncertainty E.D.G.E. Podcast explores what judgment looks like in practice when certainty is impossible.

I am a judgment guide. I help people act when the stakes are real, tradeoffs are unavoidable, and certainty isn’t coming. My value is not tactical insights, prediction, or optimization. It is guiding people to build their capacity for judgment under uncertainty.

Each episode examines a real decision moment—where real outcomes, real people, and real tradeoffs were at stake. Rather than focusing on outcomes or hindsight explanations, the conversations stay close to the decision itself: what could not be known at the time, what pressures were present, and how judgment was exercised without guarantees.

This is not a podcast about best practices, leadership slogans, or forecasting the future. It is about how people responsible for consequential decisions actually decide when responsibility can’t be delegated and waiting for clarity is itself a risk.

The podcast is for people accountable for decisions that matter—often without full control or authority—who must act with clarity and judgment when certainty is impossible.

Listeners might be interested in The Uncertainty E.D.G.E. newsletter as well. Check out at www.theuncertaintyedge.com. Hosted by Sam Sivarajan.

Show more...
Management
Business
https://hosting-media.rs-prod.riverside.fm/media/imports/podcasts/fd596c00-ce8e-42d8-bf57-a28ddc71a099/episodes/204b848e-92f7-41c5-a19a-f2c0f6790177/ml0vKyLf8MFpMxpsQrL2cPIE.png
From Compliance to Connection: Redefining Client Relationships in Financial Advisory with Lauren Jeffery
The Uncertainty E.D.G.E.
44 minutes 26 seconds
4 months ago
From Compliance to Connection: Redefining Client Relationships in Financial Advisory with Lauren Jeffery

Episode Overview

In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Lauren Jeffery, a registered psychotherapist, certified executor advisor, and doctoral researcher who brings a fascinating perspective to the advisor-client relationship. Lauren's unique journey from compliance trainer in financial services to psychotherapist working with vulnerable populations has given her powerful insights into what truly makes client relationships successful.

They explore the biopsychosocial framework for understanding clients, why emotional engagement is essential for building trust, and how advisors can move beyond surface-level conversations to create deeper, more meaningful connections. Lauren shares practical strategies for becoming a better listener, asking the right questions, and creating space for client reflection—all critical skills for the advisor of the future.

Key Quote

"Be respectfully curious." — Lauren Jeffery

Key Takeaways

  • The biopsychosocial framework helps advisors understand clients as whole people—considering their biology, psychology, and social circumstances together.
  • Therapeutic alliance principles from psychotherapy can dramatically improve advisor-client relationships and outcomes.
  • Emotional engagement is non-negotiable—advisors must be willing to acknowledge and discuss what's really happening in their clients' lives.
  • Silence and follow-up questions are powerful tools that create space for clients to reflect and share deeper insights.
  • Self-awareness is critical—advisors must understand their own biases and social identity to serve clients effectively.

Sound Bites

  • "We need to stop for 24 hours and breathe."
  • "Clients come to us looking for help—oftentimes they bring us their peanut butter sandwich problem."
  • "The better the therapeutic alliance, the better the outcomes."
  • "Be respectfully curious—that one small question can shift a whole relationship."
  • "The advisor of 2040 needs to be a therapist."

Topics Discussed

  • 02:47 — Understanding Biopsychosocial Theory and Its Application to Financial Advisory
  • 09:02 — Building Stronger Relationships with Clients Through Emotional Engagement
  • 14:49 — The Art of Listening and Asking the Right Questions
  • 22:45 — Moving Beyond Surface Issues to Address Deeper Client Needs
  • 29:56 — The Critical Importance of Self-Awareness for Financial Advisors

Resources Mentioned

  • Lauren's KYC Tool: "Where You At" online questionnaire for deeper client understanding
  • CE Webinar: "Bridging the Gap" with Dynamic Mutual Funds on social identity theory
  • Learn more about Lauren Jeffery: LinkedIn Profile and point-shift.ca

Stay Connected with The Future-Ready Advisor

  • Subscribe on your favorite podcast platform to never miss an episode.
  • Join the conversation on LinkedIn—share your thoughts and connect with other forward-thinking advisors.
  • Explore more insights on Sam's website.

The Uncertainty E.D.G.E.

The Uncertainty E.D.G.E. Podcast explores what judgment looks like in practice when certainty is impossible.

I am a judgment guide. I help people act when the stakes are real, tradeoffs are unavoidable, and certainty isn’t coming. My value is not tactical insights, prediction, or optimization. It is guiding people to build their capacity for judgment under uncertainty.

Each episode examines a real decision moment—where real outcomes, real people, and real tradeoffs were at stake. Rather than focusing on outcomes or hindsight explanations, the conversations stay close to the decision itself: what could not be known at the time, what pressures were present, and how judgment was exercised without guarantees.

This is not a podcast about best practices, leadership slogans, or forecasting the future. It is about how people responsible for consequential decisions actually decide when responsibility can’t be delegated and waiting for clarity is itself a risk.

The podcast is for people accountable for decisions that matter—often without full control or authority—who must act with clarity and judgment when certainty is impossible.

Listeners might be interested in The Uncertainty E.D.G.E. newsletter as well. Check out at www.theuncertaintyedge.com. Hosted by Sam Sivarajan.