Barbara Stewart, CFA, is a researcher and author on the issue of women and finance. She released the eighth installment of her “Rich Thinking” series of monographs on International Women’s Day, 8 March 2018. Previously, Stewart worked as a partner and portfolio manager with Cumberland Private Wealth Management. Stewart is a frequent interview guest on TV, radio, and print, both financial and general interest, as well as a former columnist for Postmedia newspapers in Canada. All of Stewart’s research is available on Barbara Stewart.
Financial advisers care about body language and so do clients and potential clients, says Barbara Stewart, CFA. So how can we repair our physical faux pas? She checks in with nonverbal communication expert Mark Bowden for insight on this question and more.
Artificial intelligence will change the world for customers across all industries, says Barbara Stewart, CFA. But a few things won’t ever change. People want respect.
Data science will be the key to unlocking the door for women to the most powerful positions in finance, says Barbara Stewart, CFA.
Female-focused machine learning, powered by new hardware and software, will be a key trend for 2018 and beyond, says Barbara Stewart, CFA.
Advisers need to be using social media, says Barbara Stewart, CFA. Call it social selling. It is not a replacement for traditional, proven selling practices, but in today’s world, you have no choice but to incorporate it into your daily life as an adviser.
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