Practical analysis for investment professionals

Leadership, Management & Communication Skills


The Financial Adviser’s Guide to Twitter

Have you ever wondered why some tweets are valued more than others? (Think of the people you’ve followed, or “unfollowed,” in recent months and why.) Well, the wait is over. A new study, “Who Gives a Tweet? Evaluating Microblog Content Value,” provides some answers.

Leadership Roundup: Identifying Innovators and Promoting Innovation

Looking for a potpourri of content to help you strengthen your leadership, management, and communication skills? Look no further than this month’s roundup to gain insights on managing others, managing yourself, and tips on innovation and sustainability.

Listen Up: Emotional Intelligence is Critical for Success

Do soft skills really matter as much as technical skills in terms of career success? Our career services representative, Julia VanDeren, has frequent interactions with recruiting and training and development managers, and she has heard a lot of consistency in terms of their top priority for employee development. Somewhat surprisingly, it’s listening.

Generating Investment Ideas: Interview with Entegra’s Jim Butcher (Part 2)

In the second half of this interview with the CEO of Entegra Partners, Jim Butcher outlines the benefits of scenario planning, which he thinks is especially useful in these uncertain times.

Leadership, Management, and Communication Skills Roundup

If you’re like me, you might have approached 2012 with some great aspirations and maybe even made some resolutions. But before getting too far along on that fresh start, maybe it's time for a new perspective. A number of recent studies show that management practices that many view as conventional wisdom — and even some cutting-edge approaches — might actually discourage creativity in the workplace.

Take 15: Why Is Leadership Critical to Your (and Your Firm’s) Success?

James Ware, CFA, discusses the importance of leadership skills in the investment industry in light of the recent global financial crisis, how firm culture contributes to (or detracts from) success, and critical skills investment professionals need in today’s climate.

Leadership Lesson for the Eurozone: The Rule of Small Groups

Physical limitations in humans seem to limit our ability to make effective group decisions when the number of the group exceeds seven members. This has important implications for boards of directors, investment committees, and transnational economic organizations, such as the eurozone.

Lessons in Leadership: The Case for Servant Leadership in Finance

The financial crisis has its roots not only in bets on risky assets but also in corporate culture. At a basic cultural level, the global credit crisis demonstrates that we have lost have our way and created a toxicity… READ MORE ›

How to Improve Your Investment Writing

To communicate effectively with your clients, use correct grammar and punctuation, avoid jargon, follow a clear structure, keep it concise, and employ a little wit.

That was the advice offered by two writing-skills trainers, Fiona Rintoul, a journalist (above, left),… READ MORE ›



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