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Podcast

Better Conversations Through Self-Awareness With Greg Witz

For advisors, the episode focuses on everyday communication with clients, team members and family. It offers a framework and practical habits for handling tense conversations and giving feedback.

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Summary

By our desk

Matthew Jarvis speaks with Greg Witz of Witz Education about why well-intended conversations can become frustrating or conflictual. Greg describes a communication framework based on parent, adult and child ego states, and discusses how advisors can recognize these patterns and respond more intentionally. The episode uses work and family examples to cover feedback, sincere questioning and pausing before reacting.

  1. Greg Witz introduces a communication framework built around parent, adult and child ego states.
  2. Recognizing these patterns can help advisors respond more intentionally in conversations.
  3. The discussion covers the limits of telling people what to do and the value of asking sincere questions.
  4. Greg shares how to approach feedback with a clear objective, take responsibility for communication and use a four-second pause before reacting.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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