communication skills
"Finance is being demonized, and it's being demonized because people don't understand it," Mihir A. Desai says. "If we want to stop demonization, we have to make it accessible."
Sloane Ortel and Thomas Brigandi's examination of the seven asset owner organizations shaping the market and a review of Richard Bookstaber's The End of Theory by Robert N. Farago, ASIP, are among the leading Enterprising Investor posts from February.
Why should financial advisers care about our body language? Barbara Stewart, CFA, curates some pointers from nonverbal communication expert Mark Bowden.
Julia VanDeren highlights seven sources of career and professional development insight that she encountered over the last year that will be helpful for finance professionals in 2018.
Inspired by a Ben Horowitz essay, Isaac Presley, CFA, sets out to define what differentiates the good financial advisers from the bad ones.
Consider these 14 perspectives for a more complete view of the investment landscape.
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.
All advisers are capable of spotting fraud. But based on a couple of recent stories and some interesting statistics, Barbara Stewart, CFA, thinks women may have a head start.
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.
Better conversations lead to better relationships, says Isaac Presley, CFA. To achieve that, you must talk less. And when you do speak, ask great questions.