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.
Tension, friction, and conflict are common in the workplace, especially when pressure is high. One habit, or nonhabit, in particular, helps to reduce conflict and build trust. It may sound simple, but it's difficult to achieve. The practice is this: Don’t attack people.
Susan Hoover shares her vision of retirement bliss and highlights selections on teaching, learning to say no, tree-climbing goats, and more, in Weekend Reads.
You never expect to hear a client say, “I enjoy an inartfully delivered, vague, and winding message with digressions and personal updates about your private life.” And yet that's how some advisers communicate with them. Jim Ware, CFA, discusses the art of headline writing and speaking for effective communication.
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