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/47364fca-e00a-45c8-b5d5-bc4fbe1e75e8/YbCtv1_XsB8vQV90fJ1ufcvt.png
The Psychology of Succession Planning and Next-Gen Leadership with Doug Gray
The Uncertainty E.D.G.E.
45 minutes 27 seconds
2 months ago
The Psychology of Succession Planning and Next-Gen Leadership with Doug Gray

Episode Overview

In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Doug Gray, a business psychologist and executive coach with over 30 years of experience helping leaders navigate complex organizational and family dynamics. Doug is the founder of Action Learning Associates and author of "Objectives Plus Key Results Leadership."

They explore the critical intersection of psychology and wealth management, discussing how advisors can better serve multi-generational families through team-based approaches, emotional intelligence, and curiosity-driven engagement. Doug shares his AdFit framework for outcome-based solutions and dispels common myths about generational wealth transfer, offering practical strategies for building the social and emotional capital essential for successful succession planning.

Key Quote

"Curiosity is the currency of learning. When advisors encourage clients to practice their curiosity, amazing things are going to happen." — Doug Gray

Key Takeaways

  • Team-based advisory approaches are essential for complex family wealth situations, similar to healthcare teams solving medical problems
  • The AdFit framework (Assess, Define, Focus, Interventions, Takeaways) provides structure for outcome-based client engagements
  • Social and emotional capital is a bigger driver of succession success than written plans or legal documentation
  • The "three generations" wealth loss myth is overstated—proactive planning and learning mindsets enable multi-generational success
  • Curiosity and open-ended questioning are powerful tools for engaging next-generation leaders and improving advisor effectiveness

Sound Bites

  • "Leaders often require guidance from mentors to grow—we all need those sherpas in our professional journeys."
  • "Don't we bring teams of advisors just like we do in healthcare to solve the most complex problems?"
  • "Social and emotional capital is a bigger driver of succession success than any written plan."
  • "The three generations myth is not a reality—it's a mythology that we need to move beyond."
  • "When we practice curiosity and we're comfortable with silence, amazing conversations happen."

Topics Discussed

  • 01:06 — Doug's journey from educator to business psychologist and executive coach
  • 07:15 — The AdFit framework for outcome-based client solutions
  • 13:27 — Navigating confidentiality and family dynamics in wealth management
  • 20:35 — Debunking the "three generations" wealth transfer mythology
  • 29:29 — Applying positive psychology principles to financial advisory
  • 38:15 — Engaging next-generation leaders through curiosity and mentorship
  • 45:46 — Practical tips for advisors: The power of open-ended questions

Resources Mentioned

  • Learn more about Doug Gray and Action Learning Associates: action-learning.com
  • VIA Character Strengths Assessment: viacharacter.org

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
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.