communication skills
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.
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.
"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.