Practical analysis for investment professionals

communication skills


Let‘s Get Physical 2: Body Language and Physical Fixes

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.

Top Five Articles from May: Chart Crimes, Investing Lessons from Mom, and the Invisible Octopus

Does the CFA charter add value? Why does everyone hate finance and what can be done about it? The leading Enterprising Investor posts from May address these questions and more.

Why Everyone Hates Finance and What to Do about It

"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."

Top Five Articles from February: Body Language, Data Science, Artificial Intelligence

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.

Let’s Get Physical: Body Language and Success

Why should financial advisers care about our body language? Barbara Stewart, CFA, curates some pointers from nonverbal communication expert Mark Bowden.

Best of 2017: Career Management Insights

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.

Good Financial Adviser/Bad Financial Adviser

Inspired by a Ben Horowitz essay, Isaac Presley, CFA, sets out to define what differentiates the good financial advisers from the bad ones.

14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed

Consider these 14 perspectives for a more complete view of the investment landscape.

Social Selling: Building Relationships with the Clients of the Future

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.

Women: The Private Investigators of Finance

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.



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