The nature of the investment industry attracts creative, unconventional contrarians, but these very characteristics that influence extraordinary success on an individual level can cause managerial challenges. In this interview based on the white paper “The Red X: Managing Outliers in the Investment Firm” by Focus Consulting Group Inc., Keith Robinson provides practical advice on how to identify outliers within your firm, discusses the impacts they can have on a firm’s culture, and offers best practices and strategies in managing outliers.
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Heather Packard is the director of product development at CFA Institute and serves as the subject matter expert in leadership, management, and communication skills (LMCS). Previously, she was the managing partner at Trilogy Corporation of Virginia, where she was responsible for developing and cultivating a regional territory for telecommunications and network integration sales. Packard also served as the coordinator of collections for the Science and Engineering Libraries at the University of Virginia. She holds an BA in English and Spanish Literature from the University of Tennessee, Knoxville, and an MA in Spanish Literature from the University of Virginia. Topical Expertise:Leadership, Management, and Communication Skills
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